SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,626 | -3.6% | 5,994 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $326,314 | +8.0% | 5,994 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $302,278 | +6.6% | 5,994 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $283,456 | +7.4% | 5,994 | +0.1% | 0.02% | -4.0% |
| Q3 2022 | $264,000 | -17.8% | 5,990 | -13.3% | 0.02% | -10.7% |
| Q2 2022 | $321,000 | -16.4% | 6,910 | 0.0% | 0.03% | -6.7% |
| Q1 2022 | $384,000 | -18.6% | 6,910 | -14.5% | 0.03% | -14.3% |
| Q4 2021 | $472,000 | +7.8% | 8,079 | -2.3% | 0.04% | -2.8% |
| Q3 2021 | $438,000 | -1.8% | 8,272 | -1.8% | 0.04% | -2.7% |
| Q2 2021 | $446,000 | +3.2% | 8,427 | -4.0% | 0.04% | 0.0% |
| Q1 2021 | $432,000 | -10.0% | 8,781 | -15.7% | 0.04% | -41.3% |
| Q4 2020 | $480,000 | – | 10,421 | – | 0.06% | – |
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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% |