SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $554,347 | -4.9% | 10,561 | -1.4% | 0.07% | -3.9% |
Q2 2023 | $583,107 | -50.0% | 10,711 | -53.6% | 0.08% | -50.3% |
Q1 2023 | $1,165,135 | -4.4% | 23,104 | -10.4% | 0.15% | -7.3% |
Q4 2022 | $1,219,042 | +6.0% | 25,778 | -1.2% | 0.16% | 0.0% |
Q3 2022 | $1,150,000 | -7.8% | 26,078 | -2.8% | 0.16% | +1.9% |
Q2 2022 | $1,247,000 | -20.3% | 26,818 | -4.7% | 0.16% | -6.9% |
Q1 2022 | $1,564,000 | -45.3% | 28,145 | -42.4% | 0.17% | -43.0% |
Q4 2021 | $2,858,000 | +6.4% | 48,903 | -3.5% | 0.30% | -5.3% |
Q3 2021 | $2,685,000 | -26.2% | 50,670 | -26.2% | 0.32% | -30.3% |
Q2 2021 | $3,636,000 | +12.4% | 68,643 | +4.4% | 0.46% | +7.2% |
Q1 2021 | $3,234,000 | +5.1% | 65,745 | -1.5% | 0.43% | -2.3% |
Q4 2020 | $3,077,000 | +9.9% | 66,770 | -2.5% | 0.44% | +0.2% |
Q3 2020 | $2,801,000 | +4.9% | 68,498 | -3.1% | 0.44% | -9.1% |
Q2 2020 | $2,670,000 | +13.1% | 70,675 | -5.8% | 0.48% | +7.1% |
Q1 2020 | $2,361,000 | -11.9% | 75,062 | +11.7% | 0.45% | -4.2% |
Q4 2019 | $2,679,000 | +11.9% | 67,214 | +3.1% | 0.47% | +3.5% |
Q3 2019 | $2,395,000 | -2.5% | 65,190 | -3.2% | 0.46% | -1.5% |
Q2 2019 | $2,456,000 | +12.4% | 67,370 | +8.4% | 0.46% | -3.5% |
Q1 2019 | $2,186,000 | +23.2% | 62,149 | +8.3% | 0.48% | +9.3% |
Q4 2018 | $1,774,000 | +4.6% | 57,384 | +22.5% | 0.44% | +8.1% |
Q3 2018 | $1,696,000 | +27.0% | 46,862 | +19.3% | 0.41% | +16.0% |
Q2 2018 | $1,335,000 | +66.9% | 39,287 | +61.1% | 0.35% | +60.6% |
Q1 2018 | $800,000 | – | 24,388 | – | 0.22% | – |
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% |