SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $459 | -6.1% | 9,108 | -11.9% | 0.04% | +9.4% |
| Q4 2022 | $489 | -99.9% | 10,334 | -33.2% | 0.03% | -38.5% |
| Q4 2021 | $905,000 | +23.8% | 15,477 | +12.1% | 0.05% | +6.1% |
| Q3 2021 | $731,000 | -8.2% | 13,804 | -8.2% | 0.05% | -7.5% |
| Q2 2021 | $796,000 | +5.3% | 15,034 | +3.3% | 0.05% | +103.8% |
| Q1 2021 | $756,000 | -30.7% | 14,559 | -38.5% | 0.03% | -44.7% |
| Q4 2020 | $1,091,000 | +198.1% | 23,666 | +164.7% | 0.05% | +161.1% |
| Q3 2020 | $366,000 | -95.3% | 8,942 | -95.7% | 0.02% | -95.8% |
| Q2 2020 | $7,850,000 | +54.3% | 207,777 | +28.4% | 0.43% | +14.3% |
| Q1 2020 | $5,088,000 | +620.7% | 161,790 | +813.6% | 0.38% | +598.1% |
| Q4 2019 | $706,000 | -45.7% | 17,710 | -49.9% | 0.05% | -49.5% |
| Q3 2019 | $1,299,000 | +180.6% | 35,354 | +168.5% | 0.11% | +105.8% |
| Q1 2019 | $463,000 | -12.8% | 13,168 | -23.3% | 0.05% | -30.7% |
| Q4 2018 | $531,000 | – | 17,163 | – | 0.08% | – |
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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% |