SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 213 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,526,075 | -3.3% | 105,279 | +0.3% | 0.22% | -0.5% |
Q2 2023 | $5,713,720 | +21.8% | 104,954 | +12.8% | 0.22% | +13.0% |
Q1 2023 | $4,691,037 | +0.4% | 93,021 | -5.8% | 0.19% | -8.1% |
Q4 2022 | $4,670,484 | +3.0% | 98,763 | -3.9% | 0.21% | -10.3% |
Q3 2022 | $4,535,000 | +0.2% | 102,821 | +5.6% | 0.23% | -22.3% |
Q2 2022 | $4,526,000 | -16.0% | 97,370 | +0.5% | 0.30% | -0.7% |
Q1 2022 | $5,388,000 | -4.7% | 96,933 | +0.3% | 0.30% | +1.0% |
Q4 2021 | $5,651,000 | +4.8% | 96,683 | -5.0% | 0.30% | -6.3% |
Q3 2021 | $5,393,000 | -4.3% | 101,773 | -4.3% | 0.32% | -4.5% |
Q2 2021 | $5,635,000 | -1.6% | 106,372 | -8.7% | 0.33% | -14.8% |
Q1 2021 | $5,729,000 | -13.1% | 116,476 | -18.5% | 0.39% | -19.8% |
Q4 2020 | $6,589,000 | +23.8% | 142,964 | +9.9% | 0.49% | +6.1% |
Q3 2020 | $5,322,000 | -3.0% | 130,144 | -10.4% | 0.46% | -14.5% |
Q2 2020 | $5,485,000 | -41.7% | 145,178 | -51.5% | 0.54% | -57.8% |
Q1 2020 | $9,407,000 | -26.5% | 299,100 | -6.8% | 1.28% | -6.2% |
Q4 2019 | $12,791,000 | +18.0% | 320,886 | +8.7% | 1.36% | -5.0% |
Q3 2019 | $10,843,000 | +40.9% | 295,120 | +39.8% | 1.43% | +43.2% |
Q2 2019 | $7,698,000 | +57.9% | 211,131 | +52.4% | 1.00% | +38.5% |
Q1 2019 | $4,875,000 | +51.4% | 138,564 | +33.1% | 0.72% | +13.9% |
Q4 2018 | $3,219,000 | +150.7% | 104,131 | +193.5% | 0.63% | +225.1% |
Q3 2018 | $1,284,000 | +336.7% | 35,480 | +310.3% | 0.20% | +191.0% |
Q2 2018 | $294,000 | – | 8,647 | – | 0.07% | – |
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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% |