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 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 | 1,099,323 | $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% |