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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $363,000 | -6.9% | 6,525 | -2.1% | 0.13% | -8.6% |
| Q4 2021 | $390,000 | +17.1% | 6,664 | +5.9% | 0.14% | +5.3% |
| Q3 2021 | $333,000 | +6.1% | 6,290 | +6.1% | 0.13% | +5.6% |
| Q2 2021 | $314,000 | +8.7% | 5,928 | +1.0% | 0.12% | +4.2% |
| Q1 2021 | $289,000 | +9.1% | 5,871 | +2.1% | 0.12% | 0.0% |
| Q4 2020 | $265,000 | +18.8% | 5,750 | +5.6% | 0.12% | +1.7% |
| Q3 2020 | $223,000 | – | 5,444 | – | 0.12% | – |
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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% |