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 | $552,720 | -8.3% | 10,530 | -4.9% | 0.16% | -3.0% |
| Q2 2023 | $602,941 | +2.3% | 11,075 | -5.3% | 0.17% | -2.3% |
| Q1 2023 | $589,452 | +10.8% | 11,689 | +3.9% | 0.17% | +1.8% |
| Q4 2022 | $532,193 | +14.5% | 11,254 | +6.8% | 0.17% | +7.7% |
| Q3 2022 | $465,000 | -19.7% | 10,541 | -15.3% | 0.16% | -18.8% |
| Q2 2022 | $579,000 | -21.1% | 12,448 | -5.8% | 0.19% | -7.7% |
| Q1 2022 | $734,000 | -7.0% | 13,214 | -2.1% | 0.21% | +0.5% |
| Q4 2021 | $789,000 | +9.1% | 13,497 | -1.1% | 0.21% | +4.5% |
| Q3 2021 | $723,000 | +8.6% | 13,642 | +8.5% | 0.20% | -2.9% |
| Q2 2021 | $666,000 | +2.9% | 12,572 | -4.5% | 0.20% | -1.4% |
| Q1 2021 | $647,000 | +187.6% | 13,159 | +169.2% | 0.21% | +165.4% |
| Q4 2020 | $225,000 | – | 4,888 | – | 0.08% | – |
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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% |