SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,854,010 | -5.5% | 54,372 | -2.0% | 0.08% | -3.8% |
| Q2 2023 | $3,019,221 | -8.1% | 55,460 | -14.8% | 0.08% | -12.1% |
| Q1 2023 | $3,283,990 | +15.3% | 65,119 | +8.1% | 0.09% | +4.6% |
| Q4 2022 | $2,847,619 | -8.4% | 60,216 | -14.6% | 0.09% | -20.9% |
| Q3 2022 | $3,110,000 | -4.4% | 70,509 | +0.7% | 0.11% | -0.9% |
| Q2 2022 | $3,253,000 | -16.5% | 69,990 | -0.1% | 0.11% | -3.5% |
| Q1 2022 | $3,896,000 | +9.5% | 70,089 | +15.2% | 0.12% | +12.7% |
| Q4 2021 | $3,558,000 | +14.4% | 60,859 | +3.7% | 0.10% | +3.0% |
| Q3 2021 | $3,109,000 | +2.8% | 58,688 | +2.8% | 0.10% | +4.2% |
| Q2 2021 | $3,024,000 | +58.6% | 57,107 | +47.3% | 0.10% | +33.8% |
| Q1 2021 | $1,907,000 | +5.4% | 38,765 | -1.3% | 0.07% | -2.7% |
| Q4 2020 | $1,809,000 | +51.4% | 39,260 | +34.4% | 0.07% | +30.4% |
| Q3 2020 | $1,195,000 | +24.0% | 29,214 | +14.5% | 0.06% | +5.7% |
| Q2 2020 | $964,000 | +1202.7% | 25,518 | +989.1% | 0.05% | +960.0% |
| Q1 2020 | $74,000 | -20.4% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $93,000 | +57.6% | 2,343 | +43.7% | 0.01% | +25.0% |
| Q3 2019 | $59,000 | 0.0% | 1,630 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $59,000 | +3.5% | 1,630 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $57,000 | – | 1,630 | – | 0.00% | – |
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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% |