SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,363 | -3.6% | 10,466 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $569,772 | +8.0% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $527,803 | +6.6% | 10,466 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $494,940 | +7.1% | 10,466 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $462,000 | -4.9% | 10,466 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $486,000 | -16.5% | 10,466 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $582,000 | -4.9% | 10,466 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $612,000 | +10.3% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $555,000 | +0.2% | 10,466 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $554,000 | +7.6% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $515,000 | +6.8% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $482,000 | +5.0% | 10,466 | -6.7% | 0.03% | -8.6% |
| Q3 2020 | $459,000 | +8.3% | 11,216 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $424,000 | +20.1% | 11,216 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $353,000 | -21.0% | 11,216 | 0.0% | 0.04% | +12.9% |
| Q4 2019 | $447,000 | +8.5% | 11,216 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $412,000 | +0.7% | 11,216 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $409,000 | -48.2% | 11,216 | -50.0% | 0.03% | -3.1% |
| Q1 2019 | $790,000 | +127.7% | 22,432 | +100.0% | 0.03% | +3.2% |
| Q4 2018 | $347,000 | -14.5% | 11,216 | 0.0% | 0.03% | -6.1% |
| Q3 2018 | $406,000 | +6.6% | 11,216 | +0.2% | 0.03% | 0.0% |
| Q2 2018 | $381,000 | +3.8% | 11,196 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $367,000 | -1.3% | 11,196 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $372,000 | +6.0% | 11,196 | +500.0% | 0.03% | +6.7% |
| Q3 2017 | $351,000 | +4.2% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $337,000 | +2.4% | 1,866 | 0.0% | 0.03% | +3.4% |
| Q1 2017 | $329,000 | +5.4% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $312,000 | +3.3% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $302,000 | +4.5% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $289,000 | +1.4% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $285,000 | +0.4% | 1,866 | 0.0% | 0.03% | +7.4% |
| Q4 2015 | $284,000 | – | 1,866 | – | 0.03% | – |
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% |