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 | $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 | 1,247,911 | $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% |