SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221 | -3.5% | 4,214 | 0.0% | 0.02% | -15.0% |
| Q2 2023 | $229 | +7.5% | 4,214 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $213 | -99.9% | 4,214 | -0.9% | 0.02% | -20.0% |
| Q1 2022 | $236,000 | -5.2% | 4,252 | 0.0% | 0.02% | -7.4% |
| Q4 2021 | $249,000 | -25.2% | 4,252 | -41.1% | 0.03% | -46.0% |
| Q4 2020 | $333,000 | +12.9% | 7,221 | 0.0% | 0.05% | +13.6% |
| Q3 2020 | $295,000 | +8.1% | 7,221 | 0.0% | 0.04% | +7.3% |
| Q2 2020 | $273,000 | +4.2% | 7,221 | -13.5% | 0.04% | -26.8% |
| Q1 2020 | $262,000 | -47.4% | 8,346 | -33.2% | 0.06% | -41.7% |
| Q4 2019 | $498,000 | +3.3% | 12,501 | -4.8% | 0.10% | -5.9% |
| Q3 2019 | $482,000 | +25.2% | 13,131 | +24.5% | 0.10% | +21.4% |
| Q2 2019 | $385,000 | – | 10,551 | – | 0.08% | – |
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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% |