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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |