SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2 | -99.7% | 2,000 | -91.2% | 0.00% | -100.0% |
Q2 2023 | $617 | +6755.6% | 22,807 | +660.2% | 0.09% | +8500.0% |
Q1 2023 | $9 | -10.0% | 3,000 | -45.3% | 0.00% | 0.0% |
Q4 2022 | $10 | -99.9% | 5,484 | -88.9% | 0.00% | 0.0% |
Q3 2022 | $10,000 | -98.0% | 49,500 | +92.6% | 0.00% | -97.1% |
Q2 2022 | $494,000 | -88.7% | 25,704 | -87.0% | 0.03% | -85.3% |
Q1 2022 | $4,382,000 | +783.5% | 198,292 | +34.1% | 0.23% | +1055.0% |
Q4 2021 | $496,000 | +47.2% | 147,900 | +46.3% | 0.02% | +33.3% |
Q3 2021 | $337,000 | -90.3% | 101,115 | -48.8% | 0.02% | -90.7% |
Q2 2021 | $3,457,000 | +389.0% | 197,640 | +46.9% | 0.16% | +373.5% |
Q1 2021 | $707,000 | -16.2% | 134,500 | +44.4% | 0.03% | -15.0% |
Q4 2020 | $844,000 | +70.5% | 93,152 | -49.4% | 0.04% | +29.0% |
Q3 2020 | $495,000 | +438.0% | 183,974 | +259.5% | 0.03% | +416.7% |
Q2 2020 | $92,000 | -96.8% | 51,182 | -44.8% | 0.01% | -95.9% |
Q1 2020 | $2,876,000 | +523.9% | 92,782 | +577.2% | 0.15% | +428.6% |
Q4 2019 | $461,000 | – | 13,700 | – | 0.03% | – |
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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% |