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 | $6,178 | +2.9% | 117,699 | +6.7% | 0.34% | +3.0% |
| Q2 2023 | $6,003 | +20.5% | 110,267 | +11.7% | 0.33% | +17.2% |
| Q1 2023 | $4,980 | +44.8% | 98,741 | +35.8% | 0.28% | +35.7% |
| Q4 2022 | $3,439 | -99.9% | 72,715 | +38.1% | 0.21% | +31.2% |
| Q3 2022 | $2,322,000 | +159.4% | 52,646 | +173.5% | 0.16% | +158.1% |
| Q2 2022 | $895,000 | +40.1% | 19,250 | +67.4% | 0.06% | +55.0% |
| Q1 2022 | $639,000 | +15.1% | 11,500 | +21.1% | 0.04% | +17.6% |
| Q4 2021 | $555,000 | +39.8% | 9,500 | +26.7% | 0.03% | +30.8% |
| Q3 2021 | $397,000 | +37.4% | 7,500 | +37.3% | 0.03% | +36.8% |
| Q2 2021 | $289,000 | -75.5% | 5,461 | -77.3% | 0.02% | -76.8% |
| Q1 2021 | $1,182,000 | +16.5% | 24,021 | +9.1% | 0.08% | -7.9% |
| Q4 2020 | $1,015,000 | +21.3% | 22,017 | +7.5% | 0.09% | +11.2% |
| Q3 2020 | $837,000 | +12.0% | 20,481 | +3.6% | 0.08% | +2.6% |
| Q2 2020 | $747,000 | +19.9% | 19,775 | -0.2% | 0.08% | +2.6% |
| Q1 2020 | $623,000 | -12.3% | 19,814 | +11.3% | 0.08% | +8.6% |
| Q4 2019 | $710,000 | +12.7% | 17,806 | +3.7% | 0.07% | +4.5% |
| Q3 2019 | $630,000 | +51.8% | 17,163 | +50.9% | 0.07% | +48.9% |
| Q2 2019 | $415,000 | +713.7% | 11,372 | +681.6% | 0.04% | +650.0% |
| Q1 2019 | $51,000 | +537.5% | 1,455 | +472.8% | 0.01% | +500.0% |
| Q4 2018 | $8,000 | – | 254 | – | 0.00% | – |
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% |