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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $81,388 | +8.0% | 1,495 | 0.0% | 0.18% | +15.9% |
| Q1 2023 | $75,393 | +2.6% | 1,495 | -3.8% | 0.15% | -9.0% |
| Q4 2022 | $73,489 | -91.1% | 1,554 | -91.3% | 0.17% | -52.7% |
| Q4 2020 | $822,000 | +2.1% | 17,849 | -3.2% | 0.35% | -2.2% |
| Q3 2020 | $805,000 | +2.7% | 18,432 | -3.0% | 0.36% | +8.8% |
| Q2 2020 | $784,000 | +5.2% | 19,000 | -8.9% | 0.33% | -0.6% |
| Q1 2020 | $745,000 | -23.0% | 20,855 | -10.2% | 0.33% | -5.9% |
| Q4 2019 | $968,000 | +10.9% | 23,234 | +1.7% | 0.35% | +1.4% |
| Q3 2019 | $873,000 | – | 22,840 | – | 0.35% | – |
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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% |