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 2022 | $6,011,000 | -13.8% | 136,269 | -9.2% | 0.17% | -13.8% |
| Q2 2022 | $6,973,000 | -22.8% | 150,025 | -7.6% | 0.20% | -8.9% |
| Q1 2022 | $9,028,000 | +2.0% | 162,439 | +7.2% | 0.21% | -5.3% |
| Q4 2021 | $8,855,000 | +21.0% | 151,492 | +9.7% | 0.23% | +3.7% |
| Q3 2021 | $7,316,000 | -3.2% | 138,065 | -3.3% | 0.22% | -18.7% |
| Q2 2021 | $7,561,000 | +40.1% | 142,740 | +30.1% | 0.27% | -1.5% |
| Q1 2021 | $5,397,000 | -8.3% | 109,715 | -14.1% | 0.27% | -38.0% |
| Q4 2020 | $5,884,000 | -18.3% | 127,673 | -27.5% | 0.44% | -32.5% |
| Q3 2020 | $7,200,000 | +30.0% | 176,093 | +20.1% | 0.65% | -22.1% |
| Q2 2020 | $5,539,000 | +56.1% | 146,609 | +40.4% | 0.83% | -18.2% |
| Q1 2020 | $3,549,000 | -51.5% | 104,438 | -43.1% | 1.02% | -67.4% |
| Q4 2019 | $7,322,000 | +48.2% | 183,684 | +36.6% | 3.13% | +29.8% |
| Q3 2019 | $4,939,000 | -11.4% | 134,425 | -12.1% | 2.41% | -23.1% |
| Q2 2019 | $5,573,000 | -17.1% | 152,843 | -20.0% | 3.14% | -41.1% |
| Q1 2019 | $6,719,000 | +67.1% | 191,001 | +46.8% | 5.33% | +32.0% |
| Q4 2018 | $4,021,000 | – | 130,094 | – | 4.04% | – |
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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% |