SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $680,000 | -32.1% | 12,831 | -37.0% | 0.05% | -39.7% |
| Q1 2021 | $1,002,000 | -91.4% | 20,376 | -92.0% | 0.08% | -91.7% |
| Q4 2020 | $11,713,000 | +80.2% | 254,124 | +59.9% | 0.94% | +87.6% |
| Q3 2020 | $6,501,000 | +13.9% | 158,976 | +4.9% | 0.50% | +13.3% |
| Q2 2020 | $5,709,000 | +1630.0% | 151,543 | +1343.8% | 0.44% | +1005.0% |
| Q1 2020 | $330,000 | +57.9% | 10,496 | +87.5% | 0.04% | +90.5% |
| Q2 2019 | $209,000 | – | 5,597 | – | 0.02% | – |
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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% |