SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 281 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,914,662 | +10.6% | 28,857 | +6.9% | 0.23% | +18.0% |
| Q1 2024 | $1,731,665 | +8.8% | 26,994 | -0.9% | 0.19% | -14.2% |
| Q4 2023 | $1,592,016 | +7.5% | 27,237 | -3.5% | 0.23% | 0.0% |
| Q3 2023 | $1,480,860 | -9.5% | 28,212 | -6.2% | 0.23% | -5.4% |
| Q2 2023 | $1,636,503 | -1.2% | 30,061 | -8.5% | 0.24% | -5.5% |
| Q1 2023 | $1,656,123 | +6.5% | 32,840 | -0.1% | 0.25% | +4.1% |
| Q4 2022 | $1,555,011 | -1.3% | 32,882 | -7.9% | 0.24% | -7.6% |
| Q3 2022 | $1,575,000 | -0.4% | 35,711 | +5.0% | 0.26% | +1.2% |
| Q2 2022 | $1,581,000 | +13.5% | 34,007 | +35.7% | 0.26% | +35.4% |
| Q1 2022 | $1,393,000 | -22.7% | 25,059 | -18.7% | 0.19% | -14.3% |
| Q4 2021 | $1,802,000 | -53.7% | 30,822 | -58.0% | 0.22% | -57.6% |
| Q3 2021 | $3,890,000 | +1.1% | 73,415 | +1.1% | 0.53% | +1.7% |
| Q2 2021 | $3,848,000 | +31.1% | 72,641 | +21.7% | 0.52% | +20.1% |
| Q1 2021 | $2,936,000 | +21.7% | 59,689 | +14.0% | 0.43% | +18.4% |
| Q4 2020 | $2,413,000 | +22.1% | 52,360 | +8.3% | 0.36% | +6.1% |
| Q3 2020 | $1,977,000 | +8.3% | 48,356 | +0.1% | 0.34% | -5.8% |
| Q2 2020 | $1,825,000 | +23.5% | 48,303 | +2.8% | 0.36% | +17.7% |
| Q1 2020 | $1,478,000 | – | 47,004 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
| Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
| Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
| Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
| Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
| Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
| Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
| Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
| Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |