SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $605,337 | -0.6% | 11,532 | +3.1% | 0.04% | -7.0% |
Q2 2023 | $608,821 | +27.0% | 11,183 | +17.7% | 0.04% | +16.2% |
Q1 2023 | $479,207 | -1.7% | 9,502 | -7.8% | 0.04% | -9.8% |
Q4 2022 | $487,310 | +15.2% | 10,304 | +7.5% | 0.04% | -6.8% |
Q3 2022 | $423,000 | -4.9% | 9,582 | +0.2% | 0.04% | +10.0% |
Q2 2022 | $445,000 | -55.5% | 9,563 | -46.8% | 0.04% | -50.6% |
Q1 2022 | $999,000 | -53.9% | 17,982 | -51.5% | 0.08% | -48.1% |
Q4 2021 | $2,166,000 | +12.0% | 37,048 | +1.5% | 0.16% | -5.5% |
Q3 2021 | $1,934,000 | -0.5% | 36,488 | -0.5% | 0.16% | -4.1% |
Q2 2021 | $1,943,000 | +11.2% | 36,679 | +3.3% | 0.17% | -7.0% |
Q1 2021 | $1,747,000 | +27.6% | 35,505 | +19.5% | 0.18% | -2.1% |
Q4 2020 | $1,369,000 | +209.0% | 29,712 | +174.5% | 0.19% | +75.0% |
Q3 2020 | $443,000 | +25.1% | 10,825 | +15.6% | 0.11% | -0.9% |
Q2 2020 | $354,000 | +28.7% | 9,366 | +7.3% | 0.11% | -44.1% |
Q1 2020 | $275,000 | +3.0% | 8,730 | +30.3% | 0.20% | +29.1% |
Q4 2019 | $267,000 | +24.2% | 6,698 | +14.5% | 0.15% | +84.1% |
Q3 2019 | $215,000 | +0.9% | 5,851 | -0.0% | 0.08% | -3.5% |
Q2 2019 | $213,000 | – | 5,853 | – | 0.08% | – |
Download |
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% |