SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 557 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $62,986,010 | +14.7% | 981,855 | +4.5% | 6.75% | +10.9% |
| Q4 2023 | $54,925,294 | +17.4% | 939,697 | +5.4% | 6.09% | +6.0% |
| Q3 2023 | $46,781,811 | +3.9% | 891,251 | +7.7% | 5.74% | +6.7% |
| Q2 2023 | $45,035,236 | +34.2% | 827,245 | +24.3% | 5.38% | +23.6% |
| Q1 2023 | $33,553,175 | +45.3% | 665,341 | +36.2% | 4.35% | +46.5% |
| Q4 2022 | $23,093,547 | +93.9% | 488,338 | +80.9% | 2.97% | +78.4% |
| Q3 2022 | $11,908,000 | +3109.7% | 269,972 | +2647.0% | 1.66% | +1671.3% |
| Q2 2020 | $371,000 | -68.3% | 9,828 | -66.5% | 0.09% | -71.9% |
| Q4 2019 | $1,170,000 | -17.4% | 29,360 | -23.8% | 0.34% | -29.2% |
| Q3 2019 | $1,416,000 | +53.9% | 38,555 | +52.8% | 0.47% | +35.9% |
| Q2 2019 | $920,000 | – | 25,234 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Allworth Financial LP | 14,250,462 | $484,373,000 | 23.17% |
| Shepherd Financial Partners LLC | 2,043,860 | $69,661,000 | 15.67% |
| ARS Wealth Advisors, LLC | 827,659 | $28,132,000 | 10.12% |
| Barber Financial Group, Inc. | 963,960 | $32,765,000 | 9.50% |
| IRON Financial LLC | 468,307 | $15,918,000 | 8.64% |
| Stuart Chaussee & Associates, Inc. | 350,919 | $11,928,000 | 8.03% |
| KEMPER Corp | 425,000 | $14,446,000 | 6.50% |
| Larson Financial Group LLC | 145,383 | $4,942,000 | 5.69% |
| Winch Advisory Services, LLC | 246,258 | $8,370,000 | 4.51% |
| Peterson Wealth Advisors, LLC | 143,960 | $4,893,000 | 3.96% |