SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,306 | -3.6% | 444 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $24,171 | +7.9% | 444 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $22,391 | +13.5% | 444 | +6.5% | 0.01% | +14.3% |
Q4 2022 | $19,720 | +9.6% | 417 | 0.0% | 0.01% | -83.3% |
Q3 2022 | $18,000 | -5.3% | 417 | 0.0% | 0.04% | +2.4% |
Q2 2022 | $19,000 | -17.4% | 417 | 0.0% | 0.04% | +272.7% |
Q1 2022 | $23,000 | -4.2% | 417 | 0.0% | 0.01% | +10.0% |
Q4 2021 | $24,000 | +9.1% | 417 | +2.2% | 0.01% | -70.6% |
Q3 2021 | $22,000 | +4.8% | 408 | +3.0% | 0.03% | +277.8% |
Q2 2021 | $21,000 | +10.5% | 396 | 0.0% | 0.01% | +28.6% |
Q1 2021 | $19,000 | +11.8% | 396 | +7.3% | 0.01% | 0.0% |
Q4 2020 | $17,000 | +13.3% | 369 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $15,000 | +15.4% | 369 | +3.7% | 0.01% | 0.0% |
Q2 2020 | $13,000 | +18.2% | 356 | 0.0% | 0.01% | -30.0% |
Q1 2020 | $11,000 | -15.4% | 356 | +6.6% | 0.01% | +42.9% |
Q4 2019 | $13,000 | +18.2% | 334 | +7.4% | 0.01% | 0.0% |
Q3 2019 | $11,000 | +37.5% | 311 | +47.4% | 0.01% | +40.0% |
Q2 2019 | $8,000 | +60.0% | 211 | +63.6% | 0.01% | +66.7% |
Q1 2019 | $5,000 | -100.0% | 129 | -100.0% | 0.00% | -100.0% |
Q3 2018 | $13,012,000 | +9.1% | 359,442 | +2.4% | 8.24% | +2.5% |
Q2 2018 | $11,928,000 | +85100.0% | 350,919 | +86546.7% | 8.03% | +80240.0% |
Q4 2017 | $14,000 | – | 405 | – | 0.01% | – |
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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% |