SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $109,606 | +56.1% | 2,013 | +44.6% | 0.05% | +27.8% |
| Q1 2023 | $70,216 | +112.8% | 1,392 | +87.6% | 0.04% | +80.0% |
| Q3 2022 | $33,000 | -5.7% | 742 | +0.4% | 0.02% | -4.8% |
| Q2 2022 | $35,000 | -14.6% | 739 | +0.5% | 0.02% | -12.5% |
| Q1 2022 | $41,000 | -4.7% | 735 | +0.3% | 0.02% | -7.7% |
| Q4 2021 | $43,000 | +10.3% | 733 | +0.7% | 0.03% | -7.1% |
| Q2 2021 | $39,000 | +8.3% | 728 | +0.4% | 0.03% | -6.7% |
| Q1 2021 | $36,000 | +9.1% | 725 | +0.3% | 0.03% | +11.1% |
| Q4 2020 | $33,000 | – | 723 | – | 0.03% | – |
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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% |