SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459 | -1.3% | 8,735 | +2.3% | 0.07% | -23.0% |
| Q2 2023 | $465 | +1.1% | 8,535 | -6.4% | 0.09% | -8.4% |
| Q1 2023 | $460 | -99.9% | 9,121 | -5.7% | 0.10% | -13.6% |
| Q4 2022 | $457,578 | +7.2% | 9,676 | 0.0% | 0.11% | -3.5% |
| Q3 2022 | $427,000 | -3.8% | 9,676 | +1.3% | 0.11% | +0.9% |
| Q2 2022 | $444,000 | -23.1% | 9,552 | -8.1% | 0.11% | -12.4% |
| Q1 2022 | $577,000 | -8.6% | 10,389 | -3.8% | 0.13% | -4.4% |
| Q4 2021 | $631,000 | +8.2% | 10,804 | -1.7% | 0.14% | +1.5% |
| Q3 2021 | $583,000 | -4.3% | 10,993 | -4.5% | 0.13% | -4.3% |
| Q2 2021 | $609,000 | +2.4% | 11,505 | -4.8% | 0.14% | -5.4% |
| Q1 2021 | $595,000 | -58.3% | 12,088 | -61.0% | 0.15% | -58.7% |
| Q4 2020 | $1,427,000 | -30.9% | 30,956 | -38.7% | 0.36% | -20.2% |
| Q3 2020 | $2,065,000 | -39.1% | 50,492 | -43.7% | 0.45% | -41.2% |
| Q2 2020 | $3,390,000 | -29.8% | 89,728 | -41.6% | 0.76% | -44.8% |
| Q1 2020 | $4,830,000 | -37.5% | 153,577 | -20.8% | 1.37% | -22.2% |
| Q4 2019 | $7,725,000 | +7.4% | 193,812 | -1.0% | 1.77% | -15.9% |
| Q3 2019 | $7,191,000 | -0.0% | 195,714 | -0.8% | 2.10% | +3.6% |
| Q2 2019 | $7,194,000 | +32.4% | 197,310 | +27.7% | 2.03% | +21.4% |
| Q1 2019 | $5,434,000 | +13.7% | 154,458 | -0.1% | 1.67% | -24.1% |
| Q4 2018 | $4,779,000 | – | 154,626 | – | 2.20% | – |
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% |