SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,730 | -92.2% | 2,281 | -90.6% | 0.00% | -100.0% |
| Q2 2023 | $1,542,878 | +1114.1% | 24,202 | +860.4% | 0.01% | +500.0% |
| Q1 2023 | $127,084 | +309.9% | 2,520 | +258.5% | 0.00% | – |
| Q3 2022 | $31,000 | +24.0% | 703 | +29.0% | 0.00% | – |
| Q2 2022 | $25,000 | -85.7% | 545 | -82.7% | 0.00% | -100.0% |
| Q1 2022 | $175,000 | +464.5% | 3,144 | +494.3% | 0.00% | – |
| Q4 2021 | $31,000 | +47.6% | 529 | +32.6% | 0.00% | – |
| Q3 2021 | $21,000 | -43.2% | 399 | -43.0% | 0.00% | – |
| Q2 2021 | $37,000 | – | 700 | – | 0.00% | – |
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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% |