SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,164,432 | +4.3% | 79,962 | +9.0% | 0.21% | +7.7% |
| Q2 2023 | $3,992,858 | +12.4% | 73,344 | +3.7% | 0.20% | +3.2% |
| Q1 2023 | $3,552,806 | +18.1% | 70,759 | +11.2% | 0.19% | -8.7% |
| Q4 2022 | $3,008,011 | -8.7% | 63,608 | -7.9% | 0.21% | -16.9% |
| Q3 2022 | $3,295,000 | +14.8% | 69,043 | +11.8% | 0.25% | +7.8% |
| Q2 2022 | $2,870,000 | +1.1% | 61,747 | +5.6% | 0.23% | +3.6% |
| Q1 2022 | $2,838,000 | +154.3% | 58,450 | +177.6% | 0.22% | +102.7% |
| Q3 2021 | $1,116,000 | +6.4% | 21,056 | +6.3% | 0.11% | +2.8% |
| Q2 2021 | $1,049,000 | +513.5% | 19,803 | +469.1% | 0.11% | +435.0% |
| Q1 2021 | $171,000 | +6.9% | 3,480 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $160,000 | -97.6% | 3,476 | -97.8% | 0.02% | -97.9% |
| Q3 2020 | $6,534,000 | +129.7% | 159,801 | +112.2% | 0.96% | +110.6% |
| Q2 2020 | $2,845,000 | -5.7% | 75,313 | -21.5% | 0.45% | -20.5% |
| Q1 2020 | $3,017,000 | -74.2% | 95,938 | -67.3% | 0.57% | -68.2% |
| Q4 2019 | $11,705,000 | +13.5% | 293,646 | +4.7% | 1.79% | +5.8% |
| Q3 2019 | $10,309,000 | +38081.5% | 280,593 | +37920.7% | 1.70% | +33800.0% |
| Q2 2019 | $27,000 | +3.8% | 738 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $26,000 | +13.0% | 738 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $23,000 | -99.6% | 738 | -99.6% | 0.01% | -99.6% |
| Q3 2018 | $6,279,000 | +64.9% | 173,447 | +54.8% | 1.42% | +47.4% |
| Q2 2018 | $3,808,000 | -10.6% | 112,029 | -13.7% | 0.96% | -18.0% |
| Q1 2018 | $4,260,000 | – | 129,808 | – | 1.17% | – |
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% |