SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $709,000 | +8.2% | 17,347 | 0.0% | 0.37% | +1.6% |
Q2 2020 | $655,000 | +20.0% | 17,347 | 0.0% | 0.37% | -0.3% |
Q1 2020 | $546,000 | -21.0% | 17,347 | 0.0% | 0.37% | +8.2% |
Q4 2019 | $691,000 | -22.5% | 17,347 | -28.6% | 0.34% | -26.3% |
Q3 2019 | $892,000 | -2.3% | 24,285 | -3.0% | 0.46% | -2.3% |
Q2 2019 | $913,000 | +3.6% | 25,040 | 0.0% | 0.47% | +1.7% |
Q1 2019 | $881,000 | +12.8% | 25,040 | -0.9% | 0.47% | +1.1% |
Q4 2018 | $781,000 | – | 25,280 | – | 0.46% | – |
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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% |