SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,574,000 | +26.7% | 44,038 | +14.9% | 0.17% | +6.3% |
| Q3 2021 | $2,032,000 | +3.9% | 38,339 | +3.9% | 0.16% | +1.3% |
| Q2 2021 | $1,955,000 | +21.7% | 36,899 | +13.0% | 0.16% | +9.8% |
| Q1 2021 | $1,606,000 | +68.7% | 32,659 | +58.1% | 0.14% | +57.1% |
| Q4 2020 | $952,000 | +206.1% | 20,656 | +171.3% | 0.09% | +175.8% |
| Q3 2020 | $311,000 | +1144.0% | 7,613 | +861.2% | 0.03% | +1000.0% |
| Q1 2020 | $25,000 | +31.6% | 792 | +66.7% | 0.00% | +50.0% |
| Q4 2019 | $19,000 | -13.6% | 475 | -19.1% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | – | 587 | – | 0.00% | – |
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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% |