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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,761,000 | -11.7% | 49,682 | -7.1% | 0.08% | +5.3% |
| Q4 2021 | $3,126,000 | +1.3% | 53,487 | -8.1% | 0.08% | +8.7% |
| Q3 2021 | $3,086,000 | -1.4% | 58,232 | -1.5% | 0.07% | -1.4% |
| Q2 2021 | $3,131,000 | +10.3% | 59,113 | +2.4% | 0.07% | +2.9% |
| Q1 2021 | $2,838,000 | +8.5% | 57,705 | +1.7% | 0.07% | +4.6% |
| Q4 2020 | $2,615,000 | +19.6% | 56,736 | +6.1% | 0.06% | +6.6% |
| Q3 2020 | $2,186,000 | +5.9% | 53,472 | -2.2% | 0.06% | +1.7% |
| Q2 2020 | $2,065,000 | +60.5% | 54,654 | +33.6% | 0.06% | +33.3% |
| Q1 2020 | $1,287,000 | – | 40,910 | – | 0.04% | – |
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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% |