SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 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 | 1,247,911 | $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% |