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 | $761,346 | -12.5% | 14,505 | -9.2% | 0.00% | – |
| Q2 2023 | $869,824 | -18.3% | 15,978 | -24.3% | 0.00% | – |
| Q1 2023 | $1,064,903 | +4.9% | 21,117 | -1.6% | 0.00% | – |
| Q4 2022 | $1,014,954 | -52.8% | 21,463 | -56.0% | 0.00% | -100.0% |
| Q3 2022 | $2,150,000 | -9.2% | 48,737 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $2,368,000 | -37.4% | 50,945 | -25.1% | 0.00% | 0.0% |
| Q1 2022 | $3,780,000 | -22.7% | 68,017 | -18.7% | 0.00% | 0.0% |
| Q4 2021 | $4,890,000 | +21.6% | 83,669 | +10.2% | 0.00% | 0.0% |
| Q3 2021 | $4,023,000 | +0.9% | 75,926 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $3,988,000 | +36.4% | 75,283 | +26.7% | 0.00% | 0.0% |
| Q1 2021 | $2,923,000 | -6.6% | 59,429 | -12.5% | 0.00% | 0.0% |
| Q4 2020 | $3,129,000 | – | 67,890 | – | 0.00% | – |
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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% |