SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 214 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $243,475 | -6.8% | 3,670 | -9.9% | 0.03% | -6.7% |
| Q1 2024 | $261,262 | -32.6% | 4,073 | -38.6% | 0.03% | -38.8% |
| Q4 2023 | $387,825 | +3.2% | 6,635 | -7.4% | 0.05% | -5.8% |
| Q3 2023 | $375,919 | +526.5% | 7,162 | +444.2% | 0.05% | +420.0% |
| Q4 2020 | $60,000 | +13.2% | 1,316 | +0.5% | 0.01% | +11.1% |
| Q3 2020 | $53,000 | +8.2% | 1,310 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $49,000 | +22.5% | 1,306 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $40,000 | -21.6% | 1,300 | +0.7% | 0.01% | +12.5% |
| Q4 2019 | $51,000 | +10.9% | 1,291 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $46,000 | -99.9% | 1,279 | +1.3% | 0.01% | +33.3% |
| Q3 2018 | $45,676,000 | – | 1,262 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
| Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
| Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
| Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
| Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
| Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
| Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
| Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
| Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |