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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,032,398 | -6.5% | 38,720 | -3.0% | 0.72% | -3.6% |
| Q2 2023 | $2,172,782 | +4.3% | 39,911 | -3.4% | 0.74% | -2.2% |
| Q1 2023 | $2,082,784 | +5.1% | 41,300 | -1.5% | 0.76% | +0.9% |
| Q4 2022 | $1,982,373 | +3.2% | 41,919 | -3.7% | 0.75% | -6.8% |
| Q3 2022 | $1,920,000 | -15.6% | 43,534 | -11.0% | 0.81% | -9.3% |
| Q2 2022 | $2,274,000 | -26.7% | 48,926 | -12.4% | 0.89% | -16.3% |
| Q1 2022 | $3,104,000 | -10.2% | 55,863 | -5.6% | 1.06% | -6.2% |
| Q4 2021 | $3,457,000 | +6.9% | 59,147 | -3.1% | 1.13% | -2.9% |
| Q3 2021 | $3,234,000 | -1.6% | 61,035 | -1.6% | 1.17% | -2.8% |
| Q2 2021 | $3,285,000 | -6.6% | 62,010 | -13.3% | 1.20% | -12.5% |
| Q1 2021 | $3,518,000 | -3.3% | 71,534 | -9.4% | 1.37% | -8.0% |
| Q4 2020 | $3,637,000 | +5.0% | 78,925 | -6.8% | 1.49% | -6.7% |
| Q3 2020 | $3,464,000 | +1.8% | 84,724 | -5.9% | 1.60% | -3.2% |
| Q2 2020 | $3,402,000 | +2.9% | 90,052 | -14.3% | 1.65% | -8.3% |
| Q1 2020 | $3,306,000 | -14.0% | 105,135 | +9.0% | 1.80% | +18.6% |
| Q4 2019 | $3,843,000 | +25.3% | 96,436 | +15.5% | 1.52% | +13.2% |
| Q3 2019 | $3,066,000 | +16.1% | 83,461 | +15.2% | 1.34% | +14.6% |
| Q2 2019 | $2,641,000 | +23.8% | 72,439 | +19.4% | 1.17% | +20.2% |
| Q1 2019 | $2,133,000 | +64.2% | 60,647 | +44.3% | 0.97% | +52.4% |
| Q4 2018 | $1,299,000 | +1609.2% | 42,042 | +1876.6% | 0.64% | +1896.9% |
| Q3 2018 | $76,000 | – | 2,127 | – | 0.03% | – |
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% |