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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,430 | +41.3% | 7,000 | +46.6% | 0.00% | – |
| Q2 2023 | $259,951 | -83.8% | 4,775 | -85.0% | 0.00% | – |
| Q1 2023 | $1,601,253 | -72.8% | 31,752 | -74.5% | 0.00% | -100.0% |
| Q4 2022 | $5,894,415 | +90.5% | 124,644 | +77.7% | 0.00% | 0.0% |
| Q3 2022 | $3,094,000 | +259.8% | 70,156 | +279.2% | 0.00% | – |
| Q2 2022 | $860,000 | -82.1% | 18,500 | -78.6% | 0.00% | – |
| Q1 2022 | $4,812,000 | +7.7% | 86,583 | +13.2% | 0.00% | – |
| Q4 2021 | $4,470,000 | +32.7% | 76,486 | +20.3% | 0.00% | – |
| Q3 2021 | $3,368,000 | +218.0% | 63,564 | +217.8% | 0.00% | – |
| Q2 2021 | $1,059,000 | +370.7% | 20,000 | +336.7% | 0.00% | – |
| Q1 2021 | $225,000 | -93.7% | 4,580 | -94.0% | 0.00% | -100.0% |
| Q4 2020 | $3,546,000 | +29.1% | 76,936 | +14.6% | 0.00% | 0.0% |
| Q3 2020 | $2,746,000 | +597.0% | 67,146 | +543.9% | 0.00% | – |
| Q2 2020 | $394,000 | +49.2% | 10,428 | +538.6% | 0.00% | – |
| Q3 2016 | $264,000 | -0.4% | 1,633 | -8.8% | 0.00% | – |
| Q3 2014 | $265,000 | – | 1,791 | – | 0.00% | – |
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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% |