SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
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 | 1,099,323 | $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% |