SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,453,258 | +3549262.0% | 763,122 | +1828.3% | 0.84% | +13933.3% |
| Q2 2023 | $2,154 | +12.8% | 39,574 | +3.8% | 0.01% | -89.8% |
| Q1 2023 | $1,910 | +772.1% | 38,132 | +723.4% | 0.06% | +5800.0% |
| Q4 2022 | $219 | -99.9% | 4,631 | -5.9% | 0.00% | -85.7% |
| Q3 2022 | $217,000 | -75.1% | 4,920 | -73.7% | 0.01% | -74.1% |
| Q2 2022 | $873,000 | +234.5% | 18,675 | +301.6% | 0.03% | +285.7% |
| Q1 2022 | $261,000 | -34.9% | 4,650 | -37.9% | 0.01% | -22.2% |
| Q4 2021 | $401,000 | +31.9% | 7,493 | +31.5% | 0.01% | -93.7% |
| Q3 2021 | $304,000 | -42.4% | 5,700 | -42.8% | 0.14% | -24.3% |
| Q2 2021 | $528,000 | +45.9% | 9,965 | +35.5% | 0.19% | +2600.0% |
| Q1 2021 | $362,000 | -56.6% | 7,356 | -59.7% | 0.01% | -99.1% |
| Q4 2020 | $835,000 | +2156.8% | 18,256 | +1494.4% | 0.76% | – |
| Q1 2020 | $37,000 | – | 1,145 | – | 0.00% | – |
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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% |