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 | $618,857 | -3.6% | 11,790 | 0.0% | 0.08% | -5.7% |
Q2 2023 | $641,848 | +8.0% | 11,790 | 0.0% | 0.09% | -7.4% |
Q1 2023 | $594,570 | +6.6% | 11,790 | 0.0% | 0.09% | -11.3% |
Q4 2022 | $557,549 | +7.2% | 11,790 | 0.0% | 0.11% | +10.4% |
Q3 2022 | $520,000 | -5.1% | 11,790 | 0.0% | 0.10% | -5.9% |
Q2 2022 | $548,000 | -16.3% | 11,790 | 0.0% | 0.10% | +4.1% |
Q1 2022 | $655,000 | -4.9% | 11,790 | 0.0% | 0.10% | +2.1% |
Q4 2021 | $689,000 | -3.9% | 11,790 | -12.9% | 0.10% | +2.1% |
Q3 2021 | $717,000 | -50.0% | 13,540 | -50.0% | 0.09% | -13.0% |
Q2 2021 | $1,434,000 | +115.3% | 27,080 | +100.0% | 0.11% | +25.6% |
Q1 2021 | $666,000 | +6.7% | 13,540 | 0.0% | 0.09% | -12.2% |
Q4 2020 | $624,000 | +12.6% | 13,540 | 0.0% | 0.10% | 0.0% |
Q3 2020 | $554,000 | +8.2% | 13,540 | 0.0% | 0.10% | -6.7% |
Q2 2020 | $512,000 | +20.2% | 13,540 | 0.0% | 0.10% | -1.9% |
Q1 2020 | $426,000 | -21.1% | 13,540 | 0.0% | 0.11% | -31.4% |
Q4 2019 | $540,000 | +8.7% | 13,540 | 0.0% | 0.16% | -15.7% |
Q3 2019 | $497,000 | +0.6% | 13,540 | 0.0% | 0.18% | +9.5% |
Q2 2019 | $494,000 | +92.2% | 13,540 | +85.5% | 0.17% | +83.7% |
Q1 2019 | $257,000 | – | 7,300 | – | 0.09% | – |
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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% |