SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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% |