SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,168,203 | -3.6% | 41,307 | +0.0% | 0.03% | -3.1% |
| Q2 2023 | $2,248,666 | +17.2% | 41,305 | +1.8% | 0.03% | -8.6% |
| Q1 2023 | $1,918,602 | 0.0% | 40,571 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $1,918,602 | +23.3% | 40,571 | +15.0% | 0.04% | +9.4% |
| Q3 2022 | $1,556,000 | +8.2% | 35,273 | +14.0% | 0.03% | +14.3% |
| Q2 2022 | $1,438,000 | +295.1% | 30,948 | +373.0% | 0.03% | +300.0% |
| Q1 2022 | $364,000 | -5.5% | 6,543 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $385,000 | -56.7% | 6,591 | -60.8% | 0.01% | -61.1% |
| Q3 2021 | $890,000 | +128.8% | 16,797 | +128.8% | 0.02% | +100.0% |
| Q2 2021 | $389,000 | +20.8% | 7,342 | +12.1% | 0.01% | -43.8% |
| Q1 2021 | $322,000 | -30.6% | 6,549 | -34.9% | 0.02% | -33.3% |
| Q4 2020 | $464,000 | +18.1% | 10,062 | +4.7% | 0.02% | -20.0% |
| Q3 2020 | $393,000 | -52.5% | 9,613 | -56.1% | 0.03% | -62.0% |
| Q2 2020 | $828,000 | -49.7% | 21,918 | -58.2% | 0.08% | -50.3% |
| Q1 2020 | $1,647,000 | – | 52,375 | – | 0.16% | – |
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% |