SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $250 | +6.8% | 4,953 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $234 | -99.9% | 4,953 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $218,000 | -5.2% | 4,953 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $230,000 | -16.4% | 4,953 | 0.0% | 0.10% | -6.2% |
| Q1 2022 | $275,000 | -5.2% | 4,953 | 0.0% | 0.11% | -0.9% |
| Q4 2021 | $290,000 | +10.7% | 4,953 | 0.0% | 0.11% | +3.7% |
| Q3 2021 | $262,000 | 0.0% | 4,953 | 0.0% | 0.11% | -4.4% |
| Q2 2021 | $262,000 | +7.4% | 4,953 | 0.0% | 0.11% | -14.3% |
| Q1 2021 | $244,000 | +7.0% | 4,953 | 0.0% | 0.13% | -1.5% |
| Q4 2020 | $228,000 | +12.3% | 4,953 | 0.0% | 0.14% | -1.5% |
| Q3 2020 | $203,000 | +0.5% | 4,953 | -2.3% | 0.14% | -18.0% |
| Q4 2019 | $202,000 | – | 5,070 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |