SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,841,507 | -5.1% | 168,442 | -1.5% | 0.87% | -6.7% |
Q2 2023 | $9,312,861 | +3.2% | 171,067 | -4.4% | 0.93% | -5.0% |
Q1 2023 | $9,021,723 | +7.2% | 178,896 | +0.5% | 0.98% | -2.7% |
Q4 2022 | $8,416,161 | +1.7% | 177,969 | -5.1% | 1.01% | -14.4% |
Q3 2022 | $8,275,000 | -5.0% | 187,597 | +0.1% | 1.18% | -21.8% |
Q2 2022 | $8,708,000 | -16.1% | 187,353 | +0.3% | 1.51% | -9.2% |
Q1 2022 | $10,378,000 | -4.6% | 186,729 | +0.3% | 1.66% | -3.9% |
Q4 2021 | $10,880,000 | +10.4% | 186,143 | +0.1% | 1.73% | -11.7% |
Q3 2021 | $9,855,000 | -0.7% | 185,975 | -0.7% | 1.96% | -15.2% |
Q2 2021 | $9,925,000 | +8.2% | 187,374 | +0.5% | 2.30% | -14.7% |
Q1 2021 | $9,175,000 | +4.3% | 186,529 | -2.3% | 2.70% | -9.7% |
Q4 2020 | $8,795,000 | +8.2% | 190,831 | -4.0% | 2.99% | -10.3% |
Q3 2020 | $8,127,000 | +14.0% | 198,763 | +5.4% | 3.34% | -1.5% |
Q2 2020 | $7,126,000 | +16.5% | 188,615 | -3.0% | 3.39% | -11.5% |
Q1 2020 | $6,115,000 | -17.1% | 194,448 | +5.1% | 3.82% | -9.9% |
Q4 2019 | $7,372,000 | +10.2% | 184,944 | +1.6% | 4.24% | -3.0% |
Q3 2019 | $6,690,000 | +2.0% | 182,087 | +1.3% | 4.37% | -10.3% |
Q2 2019 | $6,557,000 | +9.7% | 179,836 | +5.9% | 4.87% | +2.9% |
Q1 2019 | $5,976,000 | +21.3% | 169,861 | +6.6% | 4.74% | +3.9% |
Q4 2018 | $4,927,000 | -2.7% | 159,389 | +13.9% | 4.56% | -21.3% |
Q3 2018 | $5,064,000 | +2.5% | 139,896 | -3.8% | 5.79% | +1.8% |
Q2 2018 | $4,942,000 | +7.7% | 145,383 | +4.0% | 5.69% | +5.7% |
Q1 2018 | $4,588,000 | +546.2% | 139,805 | +553.6% | 5.38% | +803.5% |
Q4 2017 | $710,000 | – | 21,390 | – | 0.60% | – |
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% |