SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 203 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,454 | -3.6% | 16,869 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $918,348 | +7.9% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $850,749 | +6.6% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $797,833 | +7.2% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $744,000 | -5.1% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $784,000 | -16.4% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $938,000 | -4.9% | 16,869 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $986,000 | +10.3% | 16,869 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $894,000 | 0.0% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $894,000 | +7.7% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $830,000 | +6.7% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $778,000 | -51.0% | 16,869 | -56.5% | 0.01% | -54.5% |
| Q3 2020 | $1,587,000 | -4.3% | 38,803 | -11.6% | 0.01% | -8.3% |
| Q2 2020 | $1,658,000 | +20.1% | 43,888 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $1,380,000 | -35.8% | 43,888 | -18.6% | 0.01% | -21.4% |
| Q4 2019 | $2,148,000 | +8.5% | 53,888 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $1,980,000 | +0.8% | 53,888 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,965,000 | +3.6% | 53,888 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,896,000 | +1235.2% | 53,888 | +5288.8% | 0.01% | +1200.0% |
| Q1 2014 | $142,000 | +2.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $139,000 | +9.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $127,000 | +5.8% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $120,000 | – | 1,000 | – | 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% |