SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 192 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,091,360 | -3.6% | 20,792 | +0.0% | 0.10% | -6.5% |
Q2 2023 | $1,131,660 | +9.5% | 20,787 | +1.4% | 0.11% | +1.9% |
Q1 2023 | $1,033,435 | -2.7% | 20,492 | -8.7% | 0.11% | -13.8% |
Q4 2022 | $1,061,664 | -0.7% | 22,450 | -7.4% | 0.12% | -3.9% |
Q3 2022 | $1,069,000 | -7.0% | 24,236 | -2.1% | 0.13% | -9.9% |
Q2 2022 | $1,150,000 | -15.9% | 24,749 | +0.6% | 0.14% | -10.7% |
Q1 2022 | $1,367,000 | -5.3% | 24,591 | -0.5% | 0.16% | -12.6% |
Q4 2021 | $1,444,000 | +9.2% | 24,704 | -1.0% | 0.18% | -11.2% |
Q3 2021 | $1,322,000 | -4.8% | 24,942 | -4.8% | 0.20% | -6.0% |
Q2 2021 | $1,388,000 | +1.8% | 26,203 | -5.5% | 0.22% | -24.8% |
Q1 2021 | $1,363,000 | +3.7% | 27,714 | -2.9% | 0.29% | -12.1% |
Q4 2020 | $1,315,000 | -14.4% | 28,542 | -24.1% | 0.33% | -30.7% |
Q3 2020 | $1,537,000 | -16.5% | 37,583 | -22.8% | 0.48% | -26.5% |
Q2 2020 | $1,840,000 | -55.4% | 48,708 | -62.9% | 0.65% | -73.1% |
Q1 2020 | $4,124,000 | -50.2% | 131,116 | -36.9% | 2.41% | -57.7% |
Q4 2019 | $8,287,000 | +33.9% | 207,900 | +23.4% | 5.69% | +22.1% |
Q3 2019 | $6,191,000 | +9.5% | 168,506 | +8.7% | 4.66% | -3.3% |
Q2 2019 | $5,653,000 | +18.3% | 155,052 | +14.2% | 4.82% | +11.2% |
Q1 2019 | $4,777,000 | +209.4% | 135,788 | +171.8% | 4.33% | +93.4% |
Q4 2018 | $1,544,000 | – | 49,960 | – | 2.24% | – |
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% |