SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,452 | -1.9% | 5,591 | +1.8% | 0.01% | -12.5% |
| Q2 2023 | $299,091 | +29.5% | 5,494 | -25.1% | 0.02% | -61.9% |
| Q1 2020 | $231,000 | -50.7% | 7,337 | -37.6% | 0.04% | -34.4% |
| Q4 2019 | $469,000 | -47.5% | 11,755 | -51.7% | 0.06% | -54.0% |
| Q3 2019 | $893,000 | +43.3% | 24,318 | +42.4% | 0.14% | +39.0% |
| Q2 2019 | $623,000 | +9.7% | 17,081 | +5.8% | 0.10% | -6.5% |
| Q1 2019 | $568,000 | +6.8% | 16,140 | +0.4% | 0.11% | -5.3% |
| Q4 2018 | $532,000 | – | 16,073 | – | 0.11% | – |
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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% |