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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,862 | -3.6% | 7,713 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $419,822 | +8.0% | 7,711 | +0.0% | 0.00% | -25.0% |
| Q1 2023 | $388,821 | +5.5% | 7,710 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $368,412 | -39.4% | 7,790 | -43.5% | 0.00% | -50.0% |
| Q3 2022 | $608,000 | -5.1% | 13,788 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $641,000 | -16.4% | 13,795 | -0.1% | 0.01% | -11.1% |
| Q1 2022 | $767,000 | +1.1% | 13,811 | +6.2% | 0.01% | +12.5% |
| Q4 2021 | $759,000 | +10.3% | 13,001 | +0.1% | 0.01% | -20.0% |
| Q3 2021 | $688,000 | -1.7% | 12,993 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $700,000 | +2.8% | 13,222 | -4.5% | 0.01% | -16.7% |
| Q1 2021 | $681,000 | 0.0% | 13,843 | -6.3% | 0.01% | -14.3% |
| Q4 2020 | $681,000 | +12.9% | 14,778 | +0.2% | 0.01% | -6.7% |
| Q3 2020 | $603,000 | +1.3% | 14,753 | -6.3% | 0.02% | -16.7% |
| Q2 2020 | $595,000 | +20.2% | 15,750 | +0.0% | 0.02% | -14.3% |
| Q1 2020 | $495,000 | -20.9% | 15,746 | +0.3% | 0.02% | -16.0% |
| Q4 2019 | $626,000 | +25.7% | 15,694 | +15.9% | 0.02% | 0.0% |
| Q3 2019 | $498,000 | +40.3% | 13,546 | +38.9% | 0.02% | +25.0% |
| Q2 2019 | $355,000 | +16.8% | 9,749 | +12.5% | 0.02% | 0.0% |
| Q1 2019 | $304,000 | +40.1% | 8,662 | +44.4% | 0.02% | -4.8% |
| Q3 2018 | $217,000 | – | 6,000 | – | 0.02% | – |
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% |