SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 84 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,127,092 | -1.9% | 59,575 | +1.7% | 0.59% | -0.3% |
| Q2 2023 | $3,187,625 | +14.4% | 58,553 | +5.9% | 0.59% | +4.6% |
| Q1 2023 | $2,787,266 | +15.5% | 55,270 | +8.3% | 0.57% | +7.0% |
| Q4 2022 | $2,412,499 | -10.1% | 51,015 | -16.1% | 0.53% | -15.0% |
| Q3 2022 | $2,683,000 | +12.0% | 60,819 | +18.0% | 0.62% | +19.2% |
| Q2 2022 | $2,396,000 | -11.7% | 51,548 | +5.6% | 0.52% | +2.6% |
| Q1 2022 | $2,714,000 | -1.6% | 48,835 | +3.5% | 0.51% | +1.6% |
| Q4 2021 | $2,759,000 | +103.0% | 47,199 | +84.0% | 0.50% | +90.5% |
| Q3 2021 | $1,359,000 | +14.9% | 25,650 | +14.9% | 0.26% | +15.9% |
| Q2 2021 | $1,183,000 | +31.0% | 22,327 | +21.6% | 0.23% | +21.4% |
| Q1 2021 | $903,000 | +252.7% | 18,361 | +230.3% | 0.19% | +228.1% |
| Q4 2020 | $256,000 | +365.5% | 5,559 | +264.8% | 0.06% | +256.2% |
| Q3 2018 | $55,000 | -54.5% | 1,524 | -57.2% | 0.02% | -55.6% |
| Q2 2018 | $121,000 | +2.5% | 3,564 | -1.0% | 0.04% | -2.7% |
| Q1 2018 | $118,000 | -1.7% | 3,600 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $120,000 | +6.2% | 3,600 | +500.0% | 0.04% | +2.7% |
| Q3 2017 | $113,000 | +4.6% | 600 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $108,000 | +1.9% | 600 | 0.0% | 0.04% | -5.3% |
| Q1 2017 | $106,000 | +6.0% | 600 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $100,000 | 0.0% | 600 | -2.4% | 0.04% | -2.6% |
| Q3 2016 | $100,000 | +5.3% | 615 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $95,000 | -12.0% | 615 | -11.5% | 0.04% | +77.3% |
| Q1 2015 | $108,000 | -4.4% | 695 | -5.2% | 0.02% | -53.2% |
| Q4 2014 | $113,000 | -68.3% | 733 | -69.6% | 0.05% | -69.7% |
| Q3 2014 | $356,000 | -32.7% | 2,410 | -32.6% | 0.16% | -33.5% |
| Q2 2014 | $529,000 | +9.3% | 3,577 | +4.6% | 0.23% | +5.0% |
| Q1 2014 | $484,000 | +5.0% | 3,421 | +3.5% | 0.22% | -0.9% |
| Q4 2013 | $461,000 | +10.6% | 3,306 | +0.8% | 0.22% | +2.3% |
| Q3 2013 | $417,000 | +7.8% | 3,280 | +1.8% | 0.22% | +1.4% |
| Q2 2013 | $387,000 | – | 3,222 | – | 0.22% | – |
Download | ||||||
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% |