SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 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% | – |
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% |