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 | $1,673,014 | -42.0% | 31,873 | -39.8% | 0.68% | -41.6% |
| Q2 2023 | $2,883,796 | +5.2% | 52,972 | -3.1% | 1.17% | -5.3% |
| Q1 2023 | $2,740,602 | +5.9% | 54,659 | -0.1% | 1.23% | +8.9% |
| Q4 2022 | $2,587,520 | +0.4% | 54,716 | -1.3% | 1.13% | -6.1% |
| Q2 2022 | $2,576,000 | -12.6% | 55,411 | +4.5% | 1.20% | -2.6% |
| Q1 2022 | $2,947,000 | -8.5% | 53,015 | -3.8% | 1.24% | -9.8% |
| Q4 2021 | $3,220,000 | +8.7% | 55,096 | -1.4% | 1.37% | -0.4% |
| Q3 2021 | $2,962,000 | +0.6% | 55,889 | +0.5% | 1.38% | -1.5% |
| Q2 2021 | $2,945,000 | -16.6% | 55,602 | -22.5% | 1.40% | -25.8% |
| Q1 2021 | $3,531,000 | – | 71,787 | – | 1.88% | – |
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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% |