SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,220,722 | +248.5% | 14,486 | -55.8% | 2.16% | +265.3% |
Q2 2023 | $1,784,760 | +8.0% | 32,784 | 0.0% | 0.59% | +4.1% |
Q1 2023 | $1,653,297 | +6.6% | 32,784 | 0.0% | 0.57% | -4.5% |
Q4 2022 | $1,550,355 | +7.2% | 32,784 | -0.0% | 0.59% | -0.8% |
Q3 2022 | $1,446,000 | -5.1% | 32,797 | 0.0% | 0.60% | +1.2% |
Q2 2022 | $1,524,000 | -16.4% | 32,797 | 0.0% | 0.59% | -3.9% |
Q1 2022 | $1,822,000 | -11.8% | 32,797 | -7.2% | 0.62% | -3.4% |
Q4 2021 | $2,066,000 | +10.3% | 35,360 | 0.0% | 0.64% | -1.7% |
Q3 2021 | $1,873,000 | -2.3% | 35,360 | 0.0% | 0.65% | -2.7% |
Q2 2021 | $1,917,000 | +10.2% | 35,360 | 0.0% | 0.67% | -2.9% |
Q1 2021 | $1,739,000 | +0.3% | 35,360 | -5.4% | 0.69% | -4.6% |
Q4 2020 | $1,733,000 | +1.7% | 37,393 | -10.3% | 0.72% | -15.1% |
Q3 2020 | $1,704,000 | – | 41,677 | – | 0.85% | – |
Download |
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% |