SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,078,954 | +75.7% | 39,607 | +82.2% | 0.01% | +62.5% |
| Q2 2023 | $1,183,417 | +34.6% | 21,738 | +24.6% | 0.01% | +33.3% |
| Q1 2023 | $879,499 | -86.7% | 17,440 | -87.5% | 0.01% | -88.9% |
| Q4 2022 | $6,610,914 | -33.4% | 139,795 | -37.9% | 0.05% | -56.1% |
| Q3 2022 | $9,924,000 | +3.5% | 224,987 | +9.1% | 0.12% | 0.0% |
| Q2 2022 | $9,586,000 | +5.4% | 206,238 | +26.0% | 0.12% | +11.8% |
| Q1 2022 | $9,099,000 | -56.4% | 163,718 | -54.2% | 0.11% | -57.0% |
| Q4 2021 | $20,885,000 | +15.3% | 357,314 | +4.5% | 0.26% | +4.5% |
| Q3 2021 | $18,119,000 | +4.2% | 341,925 | +4.1% | 0.24% | 0.0% |
| Q2 2021 | $17,394,000 | +20607.1% | 328,383 | +14592.8% | 0.24% | +12150.0% |
| Q2 2020 | $84,000 | -64.9% | 2,235 | +39.2% | 0.00% | -87.5% |
| Q2 2014 | $239,000 | +5.8% | 1,606 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $226,000 | -1.7% | 1,606 | -2.7% | 0.02% | -11.1% |
| Q4 2013 | $230,000 | +10.0% | 1,651 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $209,000 | +1.5% | 1,651 | -5.7% | 0.02% | -14.3% |
| Q1 2013 | $206,000 | – | 1,751 | – | 0.02% | – |
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% |