SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,189 | -3.6% | 899 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,942 | -57.1% | 899 | -60.3% | 0.00% | -66.7% |
| Q1 2023 | $114,062 | +106500.0% | 2,262 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $107 | -99.9% | 2,262 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $100,000 | -4.8% | 2,261 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $105,000 | -16.7% | 2,261 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $126,000 | -16.6% | 2,261 | -12.3% | 0.00% | -25.0% |
| Q4 2021 | $151,000 | +10.2% | 2,577 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $137,000 | 0.0% | 2,577 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $137,000 | +35.6% | 2,581 | +26.0% | 0.00% | +33.3% |
| Q1 2021 | $101,000 | +16.1% | 2,048 | +8.4% | 0.00% | 0.0% |
| Q4 2020 | $87,000 | +13.0% | 1,889 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $77,000 | +13.2% | 1,888 | +5.6% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 1,788 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -21.1% | 1,788 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $71,000 | +29.1% | 1,788 | +16.9% | 0.00% | +50.0% |
| Q3 2018 | $55,000 | – | 1,529 | – | 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% |