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 | $4,983,078 | -5.1% | 94,933 | -1.5% | 0.09% | -6.3% |
| Q2 2023 | $5,249,173 | +8.0% | 96,421 | +0.1% | 0.10% | +3.3% |
| Q1 2023 | $4,859,973 | +113.1% | 96,371 | +99.9% | 0.09% | +95.7% |
| Q4 2022 | $2,280,210 | -49.7% | 48,217 | -53.1% | 0.05% | -53.0% |
| Q3 2022 | $4,536,000 | +17.2% | 102,835 | +23.5% | 0.10% | +23.5% |
| Q2 2022 | $3,870,000 | -32.7% | 83,269 | -19.6% | 0.08% | -19.8% |
| Q1 2022 | $5,754,000 | +2.3% | 103,524 | +7.6% | 0.10% | +1.0% |
| Q4 2021 | $5,625,000 | +29.0% | 96,237 | +16.9% | 0.10% | +26.6% |
| Q3 2021 | $4,361,000 | +5.4% | 82,305 | +5.4% | 0.08% | -1.2% |
| Q2 2021 | $4,137,000 | +41.1% | 78,109 | +31.0% | 0.08% | +23.1% |
| Q1 2021 | $2,933,000 | +7.9% | 59,620 | +1.1% | 0.06% | -1.5% |
| Q4 2020 | $2,718,000 | – | 58,979 | – | 0.07% | – |
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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% |