LPL Financial LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$395,053,506
+2.7%
7,526,263
+6.5%
0.28%
+0.7%
Q2 2023$384,733,241
+9.0%
7,067,106
+1.0%
0.28%0.0%
Q1 2023$352,991,424
+9.6%
6,999,632
+2.8%
0.28%
-0.4%
Q4 2022$322,044,586
+17.1%
6,809,994
+9.2%
0.28%
+4.2%
Q3 2022$274,976,000
-5.2%
6,233,871
-0.1%
0.26%
-4.0%
Q2 2022$290,083,000
-29.4%
6,241,021
-15.6%
0.28%
-21.8%
Q1 2022$411,169,000
+7.6%
7,397,794
+13.2%
0.35%
+10.0%
Q4 2021$381,969,000
+27.5%
6,534,964
+15.6%
0.32%
+14.2%
Q3 2021$299,635,000
+11.0%
5,654,563
+11.0%
0.28%
+2.9%
Q2 2021$269,827,000
+16.3%
5,093,956
+8.0%
0.27%
+2.2%
Q1 2021$232,032,000
+21.8%
4,717,066
+14.1%
0.27%
+8.1%
Q4 2020$190,504,000
+30.8%
4,133,295
+16.1%
0.25%
+8.8%
Q3 2020$145,600,000
+21.4%
3,560,775
+12.2%
0.23%
+8.6%
Q2 2020$119,907,000
+116.1%
3,173,827
+79.9%
0.21%
+74.2%
Q1 2020$55,476,000
+85.5%
1,763,935
+135.1%
0.12%
+122.2%
Q4 2019$29,908,000
+25.5%
750,326
+15.7%
0.05%
+10.2%
Q3 2019$23,833,000
+2.8%
648,697
+2.0%
0.05%0.0%
Q2 2019$23,194,000
+13.5%
636,160
+9.6%
0.05%
+6.5%
Q1 2019$20,427,000
+19.1%
580,644
+4.6%
0.05%0.0%
Q4 2018$17,156,000
-9.5%
555,045
+6.0%
0.05%
+2.2%
Q3 2018$18,948,000
+15.2%
523,432
+8.2%
0.04%
+4.7%
Q2 2018$16,451,000
+7.1%
483,984
+3.4%
0.04%
+2.4%
Q1 2018$15,360,000
+7.4%
468,001
+8.7%
0.04%
-4.5%
Q4 2017$14,304,000
+27.6%
430,722
+622.0%
0.04%
+10.0%
Q3 2017$11,209,000
+12.7%
59,654
+8.4%
0.04%
+5.3%
Q2 2017$9,946,000
+14.6%
55,008
+11.6%
0.04%
-35.6%
Q1 2017$8,677,000
+20.3%
49,279
+15.2%
0.06%
+7.3%
Q4 2016$7,214,000
+12.6%
42,780
+6.7%
0.06%
-9.8%
Q3 2016$6,407,000
+22.5%
40,087
+18.8%
0.06%
+38.6%
Q2 2016$5,231,000
-62.2%
33,753
-63.2%
0.04%
+12.8%
Q1 2016$13,847,000
-71.1%
91,728
-71.4%
0.04%
-70.7%
Q4 2015$47,918,000
+82.3%
320,866
+80.1%
0.13%
-8.3%
Q3 2015$26,284,000
+19.3%
178,147
+25.3%
0.14%
+29.5%
Q2 2015$22,038,000
+41.7%
142,128
+41.3%
0.11%
+41.8%
Q1 2015$15,550,000
+228.1%
100,579
+228.3%
0.08%
+203.8%
Q4 2014$4,740,000
+536.2%
30,635
+496.2%
0.03%
+550.0%
Q3 2014$745,000
-0.7%
5,138
+1.3%
0.00%0.0%
Q2 2014$750,000
+8.9%
5,074
+4.1%
0.00%0.0%
Q1 2014$689,000
-7.3%
4,872
-8.6%
0.00%
-20.0%
Q4 2013$743,000
+24.0%
5,331
+15.2%
0.01%
+25.0%
Q3 2013$599,000
-6.4%
4,628
-13.2%
0.00%
-20.0%
Q2 2013$640,0005,3300.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders