SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 457 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,562,065 | +4.5% | 23,543 | +1.0% | 0.12% | +3.4% |
Q1 2024 | $1,495,141 | +10.1% | 23,307 | +0.3% | 0.12% | +3.5% |
Q4 2023 | $1,357,718 | -0.2% | 23,229 | -10.4% | 0.12% | -10.2% |
Q3 2023 | $1,360,151 | -5.0% | 25,913 | -1.5% | 0.13% | -0.8% |
Q2 2023 | $1,432,221 | +8.0% | 26,308 | +0.1% | 0.13% | +3.2% |
Q1 2023 | $1,325,879 | +5.6% | 26,291 | -1.0% | 0.12% | +1.6% |
Q4 2022 | $1,255,997 | -2.6% | 26,559 | -9.1% | 0.12% | -12.8% |
Q3 2022 | $1,289,000 | -12.7% | 29,218 | -8.0% | 0.14% | -9.6% |
Q2 2022 | $1,476,000 | -16.9% | 31,756 | -0.7% | 0.16% | -7.1% |
Q1 2022 | $1,776,000 | -3.6% | 31,964 | +1.4% | 0.17% | -3.4% |
Q4 2021 | $1,843,000 | +18.0% | 31,531 | +6.9% | 0.17% | +8.8% |
Q3 2021 | $1,562,000 | -0.6% | 29,483 | -0.6% | 0.16% | -31.9% |
Q2 2021 | $1,571,000 | +0.4% | 29,667 | -6.7% | 0.24% | -26.3% |
Q1 2021 | $1,565,000 | +7.2% | 31,807 | +0.4% | 0.32% | +3.9% |
Q4 2020 | $1,460,000 | +10.4% | 31,682 | -2.1% | 0.31% | -2.5% |
Q3 2020 | $1,323,000 | +6.7% | 32,353 | -1.4% | 0.32% | -1.9% |
Q2 2020 | $1,240,000 | +31.1% | 32,822 | +9.1% | 0.32% | +13.0% |
Q1 2020 | $946,000 | -14.4% | 30,083 | +8.5% | 0.28% | +4.4% |
Q4 2019 | $1,105,000 | +9.1% | 27,730 | +0.6% | 0.27% | +5.4% |
Q3 2019 | $1,013,000 | +1.5% | 27,575 | +0.8% | 0.26% | +2.0% |
Q2 2019 | $998,000 | 0.0% | 27,360 | -3.6% | 0.25% | -2.7% |
Q1 2019 | $998,000 | -22.0% | 28,370 | -31.5% | 0.26% | -24.2% |
Q4 2018 | $1,279,000 | +68.7% | 41,387 | +97.7% | 0.34% | +75.9% |
Q3 2018 | $758,000 | +8.0% | 20,937 | +1.3% | 0.20% | +5.4% |
Q2 2018 | $702,000 | +11.1% | 20,660 | +7.3% | 0.18% | +10.8% |
Q1 2018 | $632,000 | +107.9% | 19,249 | +110.3% | 0.17% | +125.7% |
Q4 2017 | $304,000 | – | 9,152 | – | 0.07% | – |
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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% |