SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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% |