SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,840 | -3.7% | 4,785 | 0.0% | 0.11% | -1.8% |
| Q2 2023 | $262,457 | +102023.3% | 4,785 | -12.8% | 0.11% | +6.7% |
| Q1 2023 | $257 | -0.8% | 5,490 | 0.0% | 0.10% | -12.5% |
| Q4 2022 | $259 | -99.9% | 5,490 | -3.8% | 0.12% | -3.2% |
| Q3 2022 | $258,000 | -6.5% | 5,705 | -3.8% | 0.12% | -8.1% |
| Q2 2022 | $276,000 | -21.4% | 5,933 | -6.1% | 0.14% | -7.5% |
| Q1 2022 | $351,000 | -90.4% | 6,316 | -90.0% | 0.15% | -90.4% |
| Q4 2021 | $3,674,000 | +11.1% | 62,850 | +0.7% | 1.52% | +1.0% |
| Q3 2021 | $3,308,000 | +5.4% | 62,421 | +5.3% | 1.51% | +2.5% |
| Q2 2021 | $3,139,000 | +5.7% | 59,255 | -1.9% | 1.47% | -2.4% |
| Q1 2021 | $2,971,000 | +6.8% | 60,412 | +0.1% | 1.51% | -0.4% |
| Q4 2020 | $2,783,000 | +16.9% | 60,376 | +3.7% | 1.52% | -0.3% |
| Q3 2020 | $2,380,000 | +6.4% | 58,200 | -1.6% | 1.52% | -3.6% |
| Q2 2020 | $2,236,000 | +6.2% | 59,173 | -11.6% | 1.58% | -9.5% |
| Q1 2020 | $2,106,000 | -7.9% | 66,963 | +16.7% | 1.74% | +2.8% |
| Q4 2019 | $2,287,000 | +14.5% | 57,367 | +5.5% | 1.70% | +8.0% |
| Q3 2019 | $1,997,000 | +11.9% | 54,365 | +11.2% | 1.57% | +5.8% |
| Q2 2019 | $1,784,000 | +22.4% | 48,868 | +18.0% | 1.48% | +16.0% |
| Q1 2019 | $1,457,000 | +57.7% | 41,413 | +38.6% | 1.28% | +41.8% |
| Q4 2018 | $924,000 | – | 29,883 | – | 0.90% | – |
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% |