SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,244 | -59.3% | 14,636 | -57.7% | 0.00% | -66.7% |
| Q2 2023 | $1,885,693 | -22.9% | 34,638 | -28.6% | 0.00% | -50.0% |
| Q1 2023 | $2,445,855 | +1.2% | 48,500 | -3.0% | 0.01% | -92.3% |
| Q2 2022 | $2,418,000 | -45.0% | 50,000 | -37.7% | 0.08% | -33.9% |
| Q1 2022 | $4,395,000 | -27.7% | 80,200 | -28.9% | 0.12% | -56.5% |
| Q4 2021 | $6,080,000 | +29.0% | 112,802 | +32.1% | 0.27% | +120.3% |
| Q3 2021 | $4,714,000 | +190.4% | 85,400 | +180.0% | 0.12% | +1.7% |
| Q2 2021 | $1,623,000 | -86.5% | 30,500 | -87.6% | 0.12% | -87.8% |
| Q1 2021 | $12,062,000 | +233.4% | 245,214 | +212.4% | 0.99% | +603.5% |
| Q4 2020 | $3,618,000 | – | 78,500 | – | 0.14% | – |
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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% |