SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,398,534 | -10.8% | 83,798 | -7.5% | 3.89% | -11.7% |
Q2 2023 | $4,930,311 | +309.0% | 90,564 | +132.0% | 4.40% | +300.9% |
Q1 2023 | $1,205,433 | -75.2% | 39,036 | -62.1% | 1.10% | -75.5% |
Q4 2022 | $4,866,780 | +1.6% | 102,914 | -5.3% | 4.49% | -5.1% |
Q3 2022 | $4,792,000 | -2.7% | 108,653 | +2.5% | 4.73% | +4.8% |
Q2 2022 | $4,925,000 | -9.2% | 105,965 | +8.6% | 4.52% | +1.3% |
Q1 2022 | $5,423,000 | -8.6% | 97,563 | -3.9% | 4.46% | -4.1% |
Q4 2021 | $5,933,000 | +18.7% | 101,506 | +7.6% | 4.65% | +13.7% |
Q3 2021 | $4,997,000 | +8.1% | 94,309 | +8.0% | 4.09% | +12.8% |
Q2 2021 | $4,623,000 | +21.3% | 87,290 | +12.6% | 3.62% | +7.8% |
Q1 2021 | $3,812,000 | – | 77,493 | – | 3.36% | – |
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% |