SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,165 | +14.5% | 212,711 | +18.8% | 0.28% | +22.0% |
| Q2 2023 | $9,748 | +40.7% | 179,054 | +30.3% | 0.23% | +29.6% |
| Q1 2023 | $6,928 | +183.6% | 137,378 | +166.0% | 0.18% | +171.2% |
| Q4 2022 | $2,443 | -99.9% | 51,655 | -47.7% | 0.07% | -48.8% |
| Q3 2022 | $4,824,000 | +103.5% | 98,737 | +93.6% | 0.13% | +79.2% |
| Q2 2022 | $2,371,000 | -16.9% | 51,006 | -0.7% | 0.07% | -7.7% |
| Q1 2022 | $2,854,000 | +0.8% | 51,342 | +6.1% | 0.08% | +1.3% |
| Q4 2021 | $2,830,000 | +68.9% | 48,410 | +53.0% | 0.08% | +51.0% |
| Q3 2021 | $1,676,000 | +1.3% | 31,637 | +1.3% | 0.05% | -1.9% |
| Q2 2021 | $1,654,000 | +2.6% | 31,222 | -4.7% | 0.05% | -8.8% |
| Q1 2021 | $1,612,000 | +8.5% | 32,776 | +1.6% | 0.06% | 0.0% |
| Q4 2020 | $1,486,000 | – | 32,249 | – | 0.06% | – |
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% |