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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,818 | +6.6% | 274 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,957 | +8.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -85.0% | 274 | -84.0% | 0.00% | -80.0% |
| Q2 2022 | $80,000 | -5.9% | 1,715 | +11.7% | 0.01% | +11.1% |
| Q1 2022 | $85,000 | 0.0% | 1,535 | +6.0% | 0.01% | -10.0% |
| Q4 2021 | $85,000 | +66.7% | 1,448 | +49.7% | 0.01% | +66.7% |
| Q3 2021 | $51,000 | 0.0% | 967 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $51,000 | +4.1% | 967 | -1.9% | 0.01% | -14.3% |
| Q1 2021 | $49,000 | +8.9% | 986 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $45,000 | +12.5% | 986 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $40,000 | -95.5% | 986 | -95.6% | 0.01% | -96.7% |
| Q4 2019 | $893,000 | +15.5% | 22,392 | +6.4% | 0.24% | +10.6% |
| Q3 2019 | $773,000 | +5.5% | 21,048 | +6.4% | 0.22% | -3.1% |
| Q2 2019 | $733,000 | +13.5% | 19,784 | +7.8% | 0.22% | -7.5% |
| Q1 2019 | $646,000 | +22.8% | 18,349 | +7.8% | 0.24% | +7.1% |
| Q4 2018 | $526,000 | -43.8% | 17,024 | -34.1% | 0.22% | -48.6% |
| Q3 2018 | $936,000 | +17.7% | 25,843 | +10.5% | 0.44% | +10.1% |
| Q2 2018 | $795,000 | -4.3% | 23,385 | -7.7% | 0.40% | -14.2% |
| Q1 2018 | $831,000 | +8.8% | 25,326 | +10.1% | 0.46% | +3.6% |
| Q4 2017 | $764,000 | – | 22,993 | – | 0.45% | – |
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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% |