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 | $28,026,879 | -4.0% | 533,947 | -0.5% | 3.24% | -2.6% |
Q2 2023 | $29,204,966 | +7.2% | 536,462 | -0.7% | 3.33% | +5.9% |
Q1 2023 | $27,253,687 | +6.6% | 540,426 | -0.0% | 3.15% | +6.2% |
Q4 2022 | $25,557,982 | +26.8% | 540,452 | +18.3% | 2.96% | +15.7% |
Q3 2022 | $20,150,000 | +3.9% | 456,815 | +9.4% | 2.56% | +8.9% |
Q2 2022 | $19,400,000 | +36.5% | 417,379 | +63.2% | 2.35% | +52.3% |
Q1 2022 | $14,216,000 | -23.0% | 255,775 | -19.1% | 1.54% | -16.6% |
Q4 2021 | $18,472,000 | +159.1% | 316,034 | +134.9% | 1.85% | +30.5% |
Q3 2021 | $7,129,000 | -1.3% | 134,544 | -1.4% | 1.42% | -0.6% |
Q2 2021 | $7,225,000 | +2.6% | 136,405 | -4.7% | 1.43% | -3.6% |
Q1 2021 | $7,039,000 | +4.3% | 143,105 | -2.2% | 1.48% | -2.0% |
Q4 2020 | $6,746,000 | +10.8% | 146,370 | -1.7% | 1.51% | -1.1% |
Q3 2020 | $6,090,000 | +7.4% | 148,944 | -0.7% | 1.53% | -0.1% |
Q2 2020 | $5,668,000 | +26.0% | 150,016 | +4.8% | 1.53% | +9.6% |
Q1 2020 | $4,500,000 | -17.6% | 143,098 | +4.5% | 1.39% | -1.0% |
Q4 2019 | $5,460,000 | +11.5% | 136,970 | +2.8% | 1.41% | +1.9% |
Q3 2019 | $4,895,000 | +7.8% | 133,237 | +7.0% | 1.38% | +5.1% |
Q2 2019 | $4,541,000 | +6.2% | 124,544 | +2.5% | 1.32% | -0.1% |
Q1 2019 | $4,276,000 | +16.0% | 121,556 | +1.9% | 1.32% | +4.2% |
Q4 2018 | $3,687,000 | -12.3% | 119,284 | +2.8% | 1.26% | -5.2% |
Q3 2018 | $4,202,000 | -1.4% | 116,089 | -7.4% | 1.33% | -9.6% |
Q2 2018 | $4,262,000 | +3.2% | 125,378 | -0.3% | 1.47% | -9.8% |
Q1 2018 | $4,128,000 | +3.3% | 125,766 | +4.5% | 1.64% | +5.1% |
Q4 2017 | $3,997,000 | – | 120,365 | – | 1.56% | – |
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% |