SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 147 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,414,234 | 0.0% | 81,144 | 0.0% | 0.75% | -0.1% |
Q2 2023 | $4,414,234 | -0.9% | 81,144 | -9.4% | 0.75% | +3.3% |
Q1 2023 | $4,456,506 | +97.0% | 89,578 | +87.2% | 0.73% | +111.3% |
Q4 2022 | $2,262,306 | +555.7% | 47,839 | +511.7% | 0.34% | +538.9% |
Q3 2022 | $345,000 | -14.2% | 7,821 | -9.7% | 0.05% | -14.3% |
Q2 2022 | $402,000 | -82.3% | 8,657 | -78.8% | 0.06% | -82.4% |
Q1 2022 | $2,275,000 | +50.2% | 40,929 | +57.9% | 0.36% | +60.5% |
Q4 2021 | $1,515,000 | +16.5% | 25,913 | +5.6% | 0.22% | -3.0% |
Q3 2021 | $1,300,000 | +12.5% | 24,530 | +12.4% | 0.23% | -0.4% |
Q2 2021 | $1,156,000 | +54.1% | 21,824 | +43.1% | 0.23% | +31.2% |
Q1 2021 | $750,000 | -29.8% | 15,249 | -34.3% | 0.18% | -32.8% |
Q4 2020 | $1,069,000 | +69.4% | 23,193 | +50.4% | 0.26% | +69.0% |
Q3 2020 | $631,000 | -49.2% | 15,424 | -53.1% | 0.16% | -45.8% |
Q2 2020 | $1,242,000 | -45.2% | 32,874 | -42.1% | 0.29% | -56.2% |
Q4 2019 | $2,265,000 | +226400.0% | 56,819 | +355018.8% | 0.65% | +65200.0% |
Q1 2018 | $1,000 | – | 16 | – | 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% |