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 | $841,277 | -0.5% | 16,027 | +3.2% | 0.04% | +2.4% |
| Q2 2023 | $845,698 | +39.8% | 15,534 | +29.5% | 0.04% | +10.8% |
| Q1 2023 | $604,902 | +11.4% | 11,995 | +4.5% | 0.04% | -5.1% |
| Q4 2022 | $542,917 | +20.6% | 11,481 | +12.6% | 0.04% | +5.4% |
| Q3 2022 | $450,000 | -1.7% | 10,198 | +3.5% | 0.04% | -2.6% |
| Q2 2022 | $458,000 | -16.6% | 9,851 | -0.3% | 0.04% | -2.6% |
| Q1 2022 | $549,000 | +2.2% | 9,883 | +7.7% | 0.04% | -2.5% |
| Q4 2021 | $537,000 | – | 9,179 | – | 0.04% | – |
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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% |