SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 147 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $607,000 | -22.7% | 13,758 | -18.5% | 0.26% | -24.3% |
Q2 2022 | $785,000 | -26.2% | 16,884 | -11.8% | 0.34% | -19.9% |
Q1 2022 | $1,064,000 | -28.5% | 19,152 | -24.8% | 0.43% | -31.5% |
Q4 2021 | $1,489,000 | +20.4% | 25,476 | +9.2% | 0.62% | -0.6% |
Q3 2021 | $1,237,000 | -2.8% | 23,340 | -2.8% | 0.63% | -8.7% |
Q2 2021 | $1,272,000 | +2.4% | 24,022 | -4.9% | 0.69% | -10.7% |
Q1 2021 | $1,242,000 | -18.0% | 25,256 | -23.1% | 0.77% | -24.8% |
Q4 2020 | $1,514,000 | +7.6% | 32,840 | -4.6% | 1.02% | +5.6% |
Q3 2020 | $1,407,000 | +4.0% | 34,417 | -3.9% | 0.97% | +3.1% |
Q2 2020 | $1,353,000 | +5.3% | 35,813 | -12.3% | 0.94% | -11.4% |
Q1 2020 | $1,285,000 | -52.2% | 40,856 | -39.5% | 1.06% | -35.0% |
Q4 2019 | $2,691,000 | -11.9% | 67,501 | -18.8% | 1.63% | -19.3% |
Q3 2019 | $3,056,000 | -21.6% | 83,179 | -22.2% | 2.02% | -25.4% |
Q2 2019 | $3,899,000 | +13.0% | 106,948 | +9.1% | 2.71% | +7.6% |
Q1 2019 | $3,450,000 | +13.6% | 98,064 | -0.2% | 2.52% | +5.8% |
Q4 2018 | $3,038,000 | -21.1% | 98,298 | -7.6% | 2.38% | -7.4% |
Q3 2018 | $3,850,000 | +14.0% | 106,347 | +7.0% | 2.57% | -3.0% |
Q2 2018 | $3,378,000 | +4.5% | 99,376 | +1.0% | 2.65% | +1.9% |
Q1 2018 | $3,231,000 | +11.5% | 98,437 | +12.8% | 2.60% | +16.6% |
Q4 2017 | $2,898,000 | – | 87,248 | – | 2.23% | – |
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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% |