SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 391 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $31,000 | -16.2% | 670 | +0.4% | 0.05% | -3.8% |
| Q1 2022 | $37,000 | -5.1% | 667 | +0.3% | 0.05% | +6.0% |
| Q4 2021 | $39,000 | +11.4% | 665 | +0.3% | 0.05% | +11.1% |
| Q3 2021 | $35,000 | 0.0% | 663 | +0.3% | 0.04% | -4.3% |
| Q2 2021 | $35,000 | +9.4% | 661 | +0.5% | 0.05% | +2.2% |
| Q1 2021 | $32,000 | +6.7% | 658 | +0.3% | 0.05% | +2.2% |
| Q4 2020 | $30,000 | +11.1% | 656 | +0.5% | 0.04% | -2.2% |
| Q3 2020 | $27,000 | +8.0% | 653 | +0.3% | 0.05% | -13.2% |
| Q2 2020 | $25,000 | +25.0% | 651 | +0.5% | 0.05% | +23.3% |
| Q1 2020 | $20,000 | – | 648 | – | 0.04% | – |
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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% |