SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 203 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $363,000 | -5.0% | 8,227 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $382,000 | -16.4% | 8,227 | 0.0% | 0.10% | +2.1% |
| Q1 2022 | $457,000 | -5.0% | 8,227 | 0.0% | 0.10% | -3.1% |
| Q4 2021 | $481,000 | +4.6% | 8,227 | -5.3% | 0.10% | -3.9% |
| Q3 2021 | $460,000 | 0.0% | 8,689 | 0.0% | 0.10% | -7.3% |
| Q2 2021 | $460,000 | +5.7% | 8,689 | -1.7% | 0.11% | -9.1% |
| Q1 2021 | $435,000 | +7.9% | 8,839 | +1.1% | 0.12% | -2.4% |
| Q4 2020 | $403,000 | +10.7% | 8,739 | -1.9% | 0.12% | -6.8% |
| Q3 2020 | $364,000 | +8.0% | 8,910 | 0.0% | 0.13% | +5.6% |
| Q2 2020 | $337,000 | +20.4% | 8,910 | 0.0% | 0.13% | +1.6% |
| Q1 2020 | $280,000 | -21.1% | 8,910 | 0.0% | 0.12% | -1.6% |
| Q4 2019 | $355,000 | +4.4% | 8,910 | -3.6% | 0.13% | -3.1% |
| Q3 2019 | $340,000 | +8.6% | 9,245 | +7.6% | 0.13% | +1.6% |
| Q2 2019 | $313,000 | +3.6% | 8,595 | 0.0% | 0.13% | -3.0% |
| Q1 2019 | $302,000 | +13.5% | 8,595 | 0.0% | 0.13% | +3.9% |
| Q4 2018 | $266,000 | -14.5% | 8,595 | 0.0% | 0.13% | -5.2% |
| Q3 2018 | $311,000 | – | 8,595 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |