SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |