SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,391,000 | -16.2% | 825,971 | +0.2% | 12.91% | -4.0% |
| Q1 2022 | $45,813,000 | -10.4% | 824,276 | -5.8% | 13.45% | -15.9% |
| Q4 2021 | $51,143,000 | +16.6% | 874,990 | +5.7% | 16.00% | -7.3% |
| Q3 2021 | $43,863,000 | -0.1% | 827,759 | -0.1% | 17.26% | -9.1% |
| Q2 2021 | $43,890,000 | +3.4% | 828,583 | -4.0% | 18.99% | -11.9% |
| Q1 2021 | $42,455,000 | +8.0% | 863,078 | +1.2% | 21.57% | -4.5% |
| Q4 2020 | $39,304,000 | +15.4% | 852,772 | +2.4% | 22.59% | -1.7% |
| Q3 2020 | $34,066,000 | +10.1% | 833,111 | +3.9% | 22.97% | -6.8% |
| Q2 2020 | $30,934,000 | +1.7% | 801,612 | +5.3% | 24.66% | -6.9% |
| Q4 2019 | $30,426,000 | – | 761,227 | – | 26.48% | – |
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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% |