SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,522,210 | -3.6% | 29,000 | 0.0% | 0.42% | +0.5% |
Q2 2023 | $1,578,760 | +4.4% | 29,000 | -3.3% | 0.42% | -1.9% |
Q1 2023 | $1,512,900 | +6.6% | 30,000 | 0.0% | 0.42% | +1.0% |
Q4 2022 | $1,418,700 | +7.2% | 30,000 | 0.0% | 0.42% | +1.9% |
Q3 2022 | $1,323,000 | -5.1% | 30,000 | 0.0% | 0.41% | -2.4% |
Q2 2022 | $1,394,000 | -16.4% | 30,000 | 0.0% | 0.42% | -0.7% |
Q1 2022 | $1,667,000 | -15.1% | 30,000 | -10.7% | 0.43% | -9.7% |
Q4 2021 | $1,964,000 | +5.6% | 33,600 | -4.3% | 0.47% | -4.8% |
Q3 2021 | $1,860,000 | +0.1% | 35,100 | 0.0% | 0.50% | +0.4% |
Q2 2021 | $1,859,000 | +7.6% | 35,100 | 0.0% | 0.49% | -0.6% |
Q1 2021 | $1,727,000 | +6.7% | 35,100 | 0.0% | 0.50% | +3.5% |
Q4 2020 | $1,618,000 | +12.8% | 35,100 | 0.0% | 0.48% | +5.0% |
Q3 2020 | $1,435,000 | +8.2% | 35,100 | 0.0% | 0.46% | +3.4% |
Q2 2020 | $1,326,000 | +10.7% | 35,100 | -7.9% | 0.44% | -6.8% |
Q1 2020 | $1,198,000 | -23.2% | 38,100 | -2.6% | 0.47% | -6.1% |
Q4 2019 | $1,559,000 | -5.7% | 39,100 | -13.1% | 0.50% | -11.2% |
Q3 2019 | $1,653,000 | +0.7% | 45,000 | 0.0% | 0.57% | -0.9% |
Q2 2019 | $1,641,000 | +3.7% | 45,000 | 0.0% | 0.57% | +1.4% |
Q1 2019 | $1,583,000 | +13.8% | 45,000 | 0.0% | 0.57% | -3.2% |
Q4 2018 | $1,391,000 | -14.6% | 45,000 | 0.0% | 0.58% | +5.8% |
Q3 2018 | $1,629,000 | +6.5% | 45,000 | 0.0% | 0.55% | -1.1% |
Q2 2018 | $1,530,000 | +3.6% | 45,000 | 0.0% | 0.56% | +0.9% |
Q1 2018 | $1,477,000 | -4.8% | 45,000 | -3.7% | 0.55% | -2.3% |
Q4 2017 | $1,552,000 | -6.2% | 46,725 | +431.0% | 0.57% | -5.0% |
Q3 2017 | $1,654,000 | +2.8% | 8,800 | -1.1% | 0.60% | +0.3% |
Q2 2017 | $1,609,000 | -1.5% | 8,900 | -4.0% | 0.60% | -10.7% |
Q1 2017 | $1,634,000 | +5.3% | 9,270 | 0.0% | 0.67% | -0.9% |
Q4 2016 | $1,552,000 | +0.2% | 9,270 | -3.1% | 0.67% | +1.8% |
Q3 2016 | $1,549,000 | +4.4% | 9,570 | 0.0% | 0.66% | +5.8% |
Q2 2016 | $1,484,000 | +1.5% | 9,570 | 0.0% | 0.62% | -1.4% |
Q1 2016 | $1,462,000 | -0.5% | 9,570 | -0.9% | 0.63% | -3.7% |
Q4 2015 | $1,469,000 | -11.4% | 9,653 | -17.2% | 0.66% | -14.5% |
Q3 2015 | $1,658,000 | -8.4% | 11,653 | 0.0% | 0.77% | -0.4% |
Q2 2015 | $1,810,000 | -0.3% | 11,653 | 0.0% | 0.77% | +2.4% |
Q1 2015 | $1,815,000 | -7.3% | 11,653 | -7.9% | 0.75% | -9.3% |
Q4 2014 | $1,958,000 | +1.9% | 12,653 | -2.7% | 0.83% | -2.9% |
Q3 2014 | $1,922,000 | – | 13,000 | – | 0.86% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,099,323 | $51,986,962 | 35.19% |
Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |