SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,037 | +266.0% | 3,830 | +279.6% | 0.01% | +400.0% |
| Q2 2023 | $54,930 | -30.9% | 1,009 | -36.0% | 0.00% | -50.0% |
| Q1 2023 | $79,528 | +1490.6% | 1,577 | +1477.0% | 0.00% | – |
| Q2 2022 | $5,000 | +150.0% | 100 | +150.0% | 0.00% | – |
| Q1 2022 | $2,000 | -88.2% | 40 | -86.3% | 0.00% | – |
| Q4 2021 | $17,000 | 0.0% | 293 | -10.4% | 0.00% | – |
| Q2 2021 | $17,000 | +41.7% | 327 | +33.5% | 0.00% | – |
| Q1 2021 | $12,000 | +33.3% | 245 | +11.4% | 0.00% | – |
| Q4 2020 | $9,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | +800.0% | 220 | +436.6% | 0.00% | – |
| Q1 2020 | $1,000 | -98.7% | 41 | -98.1% | 0.00% | -100.0% |
| Q3 2018 | $76,000 | +1166.7% | 2,113 | +1121.4% | 0.00% | – |
| Q2 2018 | $6,000 | – | 173 | – | 0.00% | – |
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% |