SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,132,790 | -3.9% | 21,581 | -0.4% | 0.20% | -1.9% |
Q2 2023 | $1,179,128 | +4.1% | 21,659 | -3.5% | 0.21% | -1.4% |
Q1 2023 | $1,132,174 | -1.4% | 22,450 | -7.5% | 0.21% | -16.6% |
Q4 2022 | $1,148,231 | +3.8% | 24,281 | -3.1% | 0.25% | -5.6% |
Q3 2022 | $1,106,000 | -6.0% | 25,065 | -1.0% | 0.27% | -2.9% |
Q2 2022 | $1,177,000 | -16.6% | 25,312 | -0.4% | 0.28% | +0.7% |
Q1 2022 | $1,412,000 | -7.2% | 25,403 | -2.4% | 0.27% | +6.2% |
Q4 2021 | $1,521,000 | +9.0% | 26,018 | -1.2% | 0.26% | +1.6% |
Q3 2021 | $1,396,000 | -0.6% | 26,343 | -0.7% | 0.25% | -0.8% |
Q2 2021 | $1,405,000 | +6.5% | 26,534 | -1.1% | 0.26% | -1.5% |
Q1 2021 | $1,319,000 | +36.0% | 26,820 | +27.5% | 0.26% | +20.9% |
Q4 2020 | $970,000 | +283.4% | 21,036 | +239.5% | 0.22% | +220.9% |
Q3 2020 | $253,000 | -79.6% | 6,197 | -80.1% | 0.07% | -82.6% |
Q4 2019 | $1,242,000 | +421.8% | 31,167 | +304.5% | 0.38% | +295.9% |
Q4 2018 | $238,000 | -80.1% | 7,706 | -76.7% | 0.10% | -76.6% |
Q3 2018 | $1,198,000 | +481.6% | 33,096 | +427.1% | 0.42% | +400.0% |
Q1 2018 | $206,000 | – | 6,279 | – | 0.08% | – |
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% |