SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $749,347 | -2.1% | 14,276 | +1.5% | 0.05% | +2.0% |
Q2 2023 | $765,699 | -3.3% | 14,065 | -10.5% | 0.05% | -7.4% |
Q1 2023 | $792,104 | +25.4% | 15,707 | +17.6% | 0.05% | +20.0% |
Q4 2022 | $631,463 | -75.3% | 13,353 | -80.8% | 0.04% | -88.3% |
Q3 2019 | $2,556,000 | -27.3% | 69,564 | -27.9% | 0.38% | -30.9% |
Q2 2019 | $3,516,000 | +186.3% | 96,423 | +176.3% | 0.55% | +100.0% |
Q1 2019 | $1,228,000 | +6.1% | 34,899 | -6.8% | 0.28% | -16.8% |
Q4 2018 | $1,157,000 | -21.8% | 37,447 | -8.4% | 0.33% | -14.0% |
Q3 2018 | $1,480,000 | +130.9% | 40,872 | +116.9% | 0.39% | +116.2% |
Q2 2018 | $641,000 | +19.4% | 18,847 | +15.2% | 0.18% | +98.9% |
Q1 2018 | $537,000 | – | 16,361 | – | 0.09% | – |
Download |
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% |