SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,572 | +21.5% | 2,144,635 | +26.1% | 0.69% | +20.6% |
| Q2 2023 | $92,625 | +10.5% | 1,701,410 | +2.3% | 0.57% | +1.1% |
| Q1 2023 | $83,837 | +14.1% | 1,662,450 | +7.0% | 0.57% | +4.6% |
| Q4 2022 | $73,506 | -99.9% | 1,554,360 | +29.8% | 0.54% | +28.8% |
| Q3 2022 | $52,825,000 | +7.2% | 1,197,579 | +13.0% | 0.42% | +9.9% |
| Q2 2022 | $49,277,000 | +17.7% | 1,060,176 | +40.7% | 0.38% | +28.6% |
| Q1 2022 | $41,868,000 | +0.5% | 753,301 | +5.7% | 0.30% | +1.4% |
| Q4 2021 | $41,674,000 | -6.9% | 712,991 | -15.6% | 0.29% | -17.9% |
| Q2 2021 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q1 2021 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q4 2020 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q3 2020 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q2 2020 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q1 2020 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q4 2019 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q3 2019 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q2 2019 | $44,752,000 | 0.0% | 844,862 | 0.0% | 0.36% | 0.0% |
| Q1 2019 | $44,752,000 | +568.5% | 844,862 | +290.1% | 0.36% | +113.8% |
| Q4 2018 | $6,694,000 | +181.6% | 216,549 | +229.8% | 0.17% | +173.8% |
| Q3 2018 | $2,377,000 | +173.8% | 65,665 | +157.1% | 0.06% | +110.3% |
| Q2 2018 | $868,000 | – | 25,542 | – | 0.03% | – |
Download | ||||||
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% |