SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,336,714 | +3.4% | 635,106 | +7.2% | 15.27% | +3.6% |
| Q2 2023 | $32,244,050 | +20.2% | 592,286 | +11.4% | 14.74% | +4.9% |
| Q1 2023 | $26,819,078 | +14.7% | 531,808 | +7.6% | 14.05% | +0.5% |
| Q4 2022 | $23,374,690 | -0.5% | 494,284 | +3.7% | 13.99% | -21.2% |
| Q3 2022 | $23,486,000 | +19.5% | 476,590 | +22.9% | 17.74% | +2.3% |
| Q2 2022 | $19,651,000 | -2.9% | 387,931 | -1.9% | 17.35% | -13.2% |
| Q1 2022 | $20,235,000 | +4.0% | 395,522 | +17.7% | 20.00% | +11.8% |
| Q4 2021 | $19,464,000 | – | 335,956 | – | 17.89% | – |
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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% |