SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,074 | -2.6% | 15,090 | +1.1% | 0.33% | -2.4% |
| Q2 2023 | $812,844 | +9.1% | 14,931 | +1.1% | 0.34% | +2.1% |
| Q1 2023 | $745,103 | +8.7% | 14,775 | +2.0% | 0.33% | +0.6% |
| Q4 2022 | $685,279 | -3.6% | 14,491 | -10.1% | 0.33% | -11.1% |
| Q3 2022 | $711,000 | -1.8% | 16,111 | +3.4% | 0.37% | +2.5% |
| Q2 2022 | $724,000 | -13.5% | 15,578 | +3.5% | 0.36% | +1.4% |
| Q1 2022 | $837,000 | +10.9% | 15,055 | +16.5% | 0.35% | +12.0% |
| Q4 2021 | $755,000 | +36.3% | 12,925 | +23.7% | 0.32% | +23.4% |
| Q3 2021 | $554,000 | +3.6% | 10,451 | +4.8% | 0.26% | +2.8% |
| Q2 2021 | $535,000 | +33.4% | 9,968 | +22.4% | 0.25% | +20.9% |
| Q1 2021 | $401,000 | +8.7% | 8,145 | +1.7% | 0.21% | +2.0% |
| Q4 2020 | $369,000 | +35.2% | 8,007 | +20.0% | 0.20% | +16.8% |
| Q3 2020 | $273,000 | +10.5% | 6,672 | +2.0% | 0.17% | 0.0% |
| Q2 2020 | $247,000 | +14.9% | 6,541 | -4.3% | 0.17% | -8.0% |
| Q1 2020 | $215,000 | -10.0% | 6,837 | +15.4% | 0.19% | +8.7% |
| Q4 2019 | $239,000 | – | 5,927 | – | 0.17% | – |
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% |