SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
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% | – |
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% |