SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 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% | – |
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% |