SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 281 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,860,269 | +3.5% | 28,037 | +0.1% | 0.43% | -1.2% |
Q1 2024 | $1,797,087 | +9.3% | 28,013 | -0.4% | 0.43% | +2.6% |
Q4 2023 | $1,643,565 | +7.5% | 28,119 | -3.5% | 0.42% | -4.5% |
Q3 2023 | $1,529,271 | -3.4% | 29,134 | +0.1% | 0.44% | -1.6% |
Q2 2023 | $1,583,882 | +16.0% | 29,094 | +7.5% | 0.45% | +11.5% |
Q1 2023 | $1,365,431 | +106908.7% | 27,075 | +0.3% | 0.40% | +13266.7% |
Q4 2022 | $1,276 | -99.9% | 27,002 | -4.1% | 0.00% | 0.0% |
Q3 2022 | $1,242,000 | -4.5% | 28,161 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $1,301,000 | -13.7% | 28,009 | +3.2% | 0.00% | 0.0% |
Q1 2022 | $1,508,000 | -3.5% | 27,148 | +1.5% | 0.00% | -25.0% |
Q4 2021 | $1,563,000 | +11.2% | 26,740 | +0.8% | 0.00% | +33.3% |
Q3 2021 | $1,405,000 | -0.5% | 26,524 | -0.5% | 0.00% | 0.0% |
Q2 2021 | $1,412,000 | +30.5% | 26,667 | +21.2% | 0.00% | 0.0% |
Q1 2021 | $1,082,000 | +15.1% | 21,997 | +7.8% | 0.00% | 0.0% |
Q4 2020 | $940,000 | +13.8% | 20,410 | +1.0% | 0.00% | – |
Q3 2020 | $826,000 | +12.5% | 20,215 | +4.0% | 0.00% | – |
Q2 2020 | $734,000 | +367.5% | 19,435 | +288.7% | 0.00% | – |
Q1 2020 | $157,000 | – | 5,000 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |