SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,620,115 | -70.0% | 32,126 | -71.8% | 0.24% | -71.8% |
Q4 2022 | $5,393,850 | +308.0% | 114,059 | +280.6% | 0.83% | +258.6% |
Q3 2022 | $1,322,000 | -1.7% | 29,970 | +3.6% | 0.23% | -0.4% |
Q2 2022 | $1,345,000 | -14.2% | 28,940 | +2.6% | 0.23% | -3.3% |
Q1 2022 | $1,568,000 | +2.8% | 28,215 | +8.1% | 0.24% | +2.1% |
Q4 2021 | $1,526,000 | +21.8% | 26,107 | +10.4% | 0.24% | +10.8% |
Q3 2021 | $1,253,000 | +3.6% | 23,652 | +3.6% | 0.21% | +1.9% |
Q2 2021 | $1,209,000 | +7.7% | 22,832 | 0.0% | 0.21% | -4.1% |
Q1 2021 | $1,123,000 | +6.7% | 22,832 | 0.0% | 0.22% | -1.8% |
Q4 2020 | $1,052,000 | +10.2% | 22,832 | -2.2% | 0.22% | -4.7% |
Q3 2020 | $955,000 | -81.1% | 23,352 | -82.6% | 0.23% | -82.8% |
Q2 2020 | $5,061,000 | +18.2% | 133,966 | -1.6% | 1.36% | +3.5% |
Q1 2020 | $4,282,000 | -20.6% | 136,142 | +0.7% | 1.31% | -5.1% |
Q4 2019 | $5,390,000 | +7.8% | 135,215 | -0.6% | 1.38% | +0.1% |
Q3 2019 | $5,000,000 | +9.2% | 136,099 | +8.4% | 1.38% | +8.5% |
Q2 2019 | $4,578,000 | +15.2% | 125,556 | +11.2% | 1.27% | +10.3% |
Q1 2019 | $3,973,000 | +27.7% | 112,925 | +12.2% | 1.15% | +16.8% |
Q4 2018 | $3,112,000 | -10.5% | 100,665 | +4.8% | 0.98% | +1.8% |
Q3 2018 | $3,478,000 | +7.6% | 96,064 | +1.0% | 0.97% | +3.1% |
Q2 2018 | $3,233,000 | +3.1% | 95,121 | -0.4% | 0.94% | +2.2% |
Q1 2018 | $3,136,000 | – | 95,547 | – | 0.92% | – |
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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% |