SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,160 | -2.6% | 12,805 | +1.0% | 0.32% | +1.2% |
| Q2 2023 | $690,103 | +9.4% | 12,676 | +1.3% | 0.32% | +8.1% |
| Q1 2023 | $631,052 | +8.0% | 12,513 | +1.3% | 0.30% | +5.0% |
| Q4 2022 | $584,273 | +8.4% | 12,355 | +1.1% | 0.28% | 0.0% |
| Q3 2022 | $539,000 | +29.9% | 12,225 | +36.9% | 0.28% | +36.9% |
| Q2 2022 | $415,000 | -18.3% | 8,929 | -2.3% | 0.21% | -3.7% |
| Q1 2022 | $508,000 | +5.6% | 9,135 | +11.0% | 0.21% | -12.7% |
| Q4 2021 | $481,000 | +24.0% | 8,233 | +12.4% | 0.24% | +41.6% |
| Q3 2021 | $388,000 | -0.3% | 7,325 | -0.2% | 0.17% | +1.2% |
| Q2 2021 | $389,000 | +7.2% | 7,343 | -0.6% | 0.17% | +2.4% |
| Q1 2021 | $363,000 | +7.1% | 7,386 | +0.3% | 0.17% | -3.5% |
| Q4 2020 | $339,000 | +13.0% | 7,365 | +0.4% | 0.17% | -3.9% |
| Q3 2020 | $300,000 | +8.3% | 7,337 | +0.1% | 0.18% | +2.3% |
| Q2 2020 | $277,000 | +18.9% | 7,333 | -0.9% | 0.18% | +2.3% |
| Q1 2020 | $233,000 | -28.7% | 7,403 | -9.8% | 0.17% | -2.8% |
| Q4 2019 | $327,000 | +1.2% | 8,209 | -6.7% | 0.18% | -3.3% |
| Q3 2019 | $323,000 | +4.2% | 8,801 | +3.7% | 0.18% | +1.1% |
| Q2 2019 | $310,000 | +9.9% | 8,491 | +5.9% | 0.18% | +7.1% |
| Q1 2019 | $282,000 | +4.8% | 8,015 | -7.8% | 0.17% | -10.6% |
| Q4 2018 | $269,000 | -12.4% | 8,689 | +2.4% | 0.19% | -1.6% |
| Q3 2018 | $307,000 | +261.2% | 8,487 | +241.1% | 0.19% | +231.0% |
| Q2 2018 | $85,000 | – | 2,488 | – | 0.06% | – |
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% |