SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $86,000 | -95.4% | 1,852 | -96.9% | 0.02% | -94.8% |
| Q1 2020 | $1,859,000 | -19.3% | 59,117 | +2.3% | 0.35% | +0.9% |
| Q4 2019 | $2,303,000 | +22.9% | 57,780 | +13.3% | 0.34% | +23.8% |
| Q3 2019 | $1,874,000 | -1.2% | 51,016 | -1.9% | 0.28% | +9.1% |
| Q2 2019 | $1,896,000 | -2.5% | 52,012 | -5.9% | 0.25% | -2.7% |
| Q1 2019 | $1,945,000 | -0.5% | 55,298 | -12.5% | 0.26% | -12.7% |
| Q4 2018 | $1,954,000 | -53.3% | 63,201 | -45.3% | 0.30% | -46.0% |
| Q3 2018 | $4,185,000 | – | 115,615 | – | 0.55% | – |
Download | ||||||
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% |