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 | $915,741 | -2.6% | 17,446 | +1.1% | 0.03% | 0.0% |
| Q2 2023 | $939,852 | +8.0% | 17,264 | 0.0% | 0.03% | +6.5% |
| Q1 2023 | $870,624 | +6.6% | 17,264 | 0.0% | 0.03% | +3.3% |
| Q4 2022 | $816,415 | +7.1% | 17,264 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $762,000 | -5.3% | 17,264 | -0.4% | 0.03% | +6.9% |
| Q2 2022 | $805,000 | -16.4% | 17,327 | 0.0% | 0.03% | -45.3% |
| Q1 2022 | $963,000 | -5.0% | 17,327 | -0.1% | 0.05% | +71.0% |
| Q4 2021 | $1,014,000 | +10.5% | 17,341 | +0.1% | 0.03% | +3.3% |
| Q3 2021 | $918,000 | -1.5% | 17,327 | -1.6% | 0.03% | -40.0% |
| Q2 2021 | $932,000 | +7.6% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $866,000 | +6.8% | 17,602 | 0.0% | 0.05% | -7.4% |
| Q4 2020 | $811,000 | +12.6% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $720,000 | +8.3% | 17,602 | 0.0% | 0.05% | +3.8% |
| Q2 2020 | $665,000 | +20.0% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $554,000 | -21.1% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $702,000 | +8.5% | 17,602 | 0.0% | 0.05% | +4.0% |
| Q3 2019 | $647,000 | +0.8% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $642,000 | +3.7% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $619,000 | +13.8% | 17,602 | 0.0% | 0.05% | +4.2% |
| Q4 2018 | $544,000 | -14.6% | 17,602 | 0.0% | 0.05% | -4.0% |
| Q3 2018 | $637,000 | +6.5% | 17,602 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $598,000 | +3.5% | 17,602 | 0.0% | 0.05% | -10.7% |
| Q1 2018 | $578,000 | -4.1% | 17,602 | -3.0% | 0.06% | -1.8% |
| Q4 2017 | $603,000 | +6.2% | 18,150 | +500.0% | 0.06% | -3.4% |
| Q3 2017 | $568,000 | +3.8% | 3,025 | 0.0% | 0.06% | -1.7% |
| Q2 2017 | $547,000 | +2.6% | 3,025 | 0.0% | 0.06% | -1.6% |
| Q1 2017 | $533,000 | -1.8% | 3,025 | -9.8% | 0.06% | -11.6% |
| Q4 2016 | $543,000 | 0.0% | 3,355 | 0.0% | 0.07% | 0.0% |
| Q3 2016 | $543,000 | +4.4% | 3,355 | 0.0% | 0.07% | -2.8% |
| Q2 2016 | $520,000 | +1.6% | 3,355 | 0.0% | 0.07% | +24.6% |
| Q1 2016 | $512,000 | +0.4% | 3,355 | 0.0% | 0.06% | -37.4% |
| Q4 2015 | $510,000 | +6.9% | 3,355 | 0.0% | 0.09% | +23.0% |
| Q3 2015 | $477,000 | -8.4% | 3,355 | 0.0% | 0.07% | -2.6% |
| Q2 2015 | $521,000 | -0.2% | 3,355 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $522,000 | +0.6% | 3,355 | 0.0% | 0.08% | -5.0% |
| Q4 2014 | $519,000 | +4.6% | 3,355 | 0.0% | 0.08% | +3.9% |
| Q3 2014 | $496,000 | -55.6% | 3,355 | -55.6% | 0.08% | -52.5% |
| Q2 2014 | $1,117,000 | +4.5% | 7,555 | 0.0% | 0.16% | +8.0% |
| Q1 2014 | $1,069,000 | +1.5% | 7,555 | 0.0% | 0.15% | -5.1% |
| Q4 2013 | $1,053,000 | +8.7% | 7,555 | -1.0% | 0.16% | +1.3% |
| Q3 2013 | $969,000 | – | 7,630 | – | 0.16% | – |
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% |