SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $770 | +450.0% | 14,145 | +377.2% | 0.00% | – |
| Q4 2022 | $140 | -100.0% | 2,964 | -90.8% | 0.00% | -100.0% |
| Q2 2022 | $1,496,000 | -29.3% | 32,197 | -15.5% | 0.00% | 0.0% |
| Q1 2022 | $2,117,000 | +3.0% | 38,096 | +8.4% | 0.00% | 0.0% |
| Q4 2021 | $2,055,000 | +76.7% | 35,160 | +48.6% | 0.00% | 0.0% |
| Q1 2021 | $1,163,000 | +29.7% | 23,663 | +21.5% | 0.00% | +100.0% |
| Q4 2020 | $897,000 | +5506.2% | 19,478 | +4769.5% | 0.00% | – |
| Q3 2020 | $16,000 | -98.7% | 400 | -98.8% | 0.00% | -100.0% |
| Q3 2019 | $1,215,000 | +2541.3% | 33,091 | +2522.1% | 0.00% | – |
| Q2 2019 | $46,000 | – | 1,262 | – | 0.00% | – |
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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% |