SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $271,000 | +12.4% | 6,140 | +18.6% | 0.04% | +29.6% |
| Q2 2022 | $241,000 | -20.5% | 5,175 | -5.0% | 0.03% | -15.6% |
| Q1 2022 | $303,000 | +1.7% | 5,446 | +7.0% | 0.03% | 0.0% |
| Q4 2021 | $298,000 | -1.7% | 5,091 | -11.0% | 0.03% | -5.9% |
| Q3 2021 | $303,000 | -42.4% | 5,721 | -42.4% | 0.03% | -41.4% |
| Q2 2021 | $526,000 | +16.9% | 9,929 | +8.5% | 0.06% | -13.4% |
| Q1 2021 | $450,000 | -34.4% | 9,148 | -38.5% | 0.07% | -45.1% |
| Q4 2020 | $686,000 | +17.3% | 14,886 | +4.0% | 0.12% | 0.0% |
| Q3 2020 | $585,000 | -0.7% | 14,308 | -0.8% | 0.12% | -3.2% |
| Q2 2020 | $589,000 | +27.2% | 14,429 | +6.8% | 0.13% | +2.4% |
| Q1 2020 | $463,000 | -7.6% | 13,515 | +11.7% | 0.12% | +4.2% |
| Q4 2019 | $501,000 | – | 12,094 | – | 0.12% | – |
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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% |