SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,799 | -3.6% | 6,283 | 0.0% | 0.00% | – |
| Q2 2023 | $342,051 | -12.4% | 6,283 | -18.8% | 0.00% | – |
| Q1 2023 | $390,333 | -15.6% | 7,740 | -20.9% | 0.00% | – |
| Q4 2022 | $462,453 | +7.3% | 9,779 | -0.0% | 0.00% | – |
| Q3 2022 | $431,000 | +1.2% | 9,782 | +6.6% | 0.00% | – |
| Q2 2022 | $426,000 | -13.2% | 9,173 | +3.7% | 0.00% | – |
| Q1 2022 | $491,000 | -6.3% | 8,846 | -1.3% | 0.00% | – |
| Q4 2021 | $524,000 | +4.2% | 8,963 | -5.6% | 0.00% | – |
| Q3 2021 | $503,000 | +179.4% | 9,498 | +179.4% | 0.00% | – |
| Q2 2021 | $180,000 | +2.9% | 3,400 | -4.7% | 0.00% | – |
| Q1 2021 | $175,000 | +25.9% | 3,566 | +18.0% | 0.00% | – |
| Q4 2020 | $139,000 | -15.2% | 3,021 | -24.9% | 0.00% | – |
| Q3 2020 | $164,000 | +59.2% | 4,020 | +48.1% | 0.00% | – |
| Q2 2020 | $103,000 | +22.6% | 2,715 | +2.0% | 0.00% | – |
| Q1 2020 | $84,000 | -29.4% | 2,663 | -10.7% | 0.00% | – |
| Q4 2019 | $119,000 | 0.0% | 2,982 | -8.3% | 0.00% | – |
| Q3 2019 | $119,000 | +40.0% | 3,251 | +39.3% | 0.00% | – |
| Q2 2019 | $85,000 | +51.8% | 2,334 | +46.2% | 0.00% | – |
| Q1 2019 | $56,000 | +14.3% | 1,596 | -0.1% | 0.00% | – |
| Q4 2018 | $49,000 | -23.4% | 1,597 | -9.7% | 0.00% | – |
| Q3 2018 | $64,000 | +14.3% | 1,769 | +8.0% | 0.00% | – |
| Q2 2018 | $56,000 | +3.7% | 1,638 | 0.0% | 0.00% | – |
| Q1 2018 | $54,000 | 0.0% | 1,638 | 0.0% | 0.00% | – |
| Q4 2017 | $54,000 | +5.9% | 1,638 | +497.8% | 0.00% | – |
| Q3 2017 | $51,000 | +2.0% | 274 | 0.0% | 0.00% | – |
| Q2 2017 | $50,000 | +4.2% | 274 | 0.0% | 0.00% | – |
| Q1 2017 | $48,000 | +4.3% | 274 | 0.0% | 0.00% | – |
| Q4 2016 | $46,000 | +4.5% | 274 | 0.0% | 0.00% | – |
| Q3 2016 | $44,000 | +4.8% | 274 | 0.0% | 0.00% | – |
| Q2 2016 | $42,000 | 0.0% | 274 | 0.0% | 0.00% | – |
| Q1 2016 | $42,000 | 0.0% | 274 | 0.0% | 0.00% | – |
| Q4 2015 | $42,000 | – | 274 | – | 0.00% | – |
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% |