SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,709,041 | +13.8% | 89,713 | +18.0% | 0.40% | +12.7% |
| Q2 2023 | $4,138,539 | +11.1% | 76,020 | +2.9% | 0.35% | +1.7% |
| Q1 2023 | $3,724,189 | +7.9% | 73,849 | +1.2% | 0.35% | -1.7% |
| Q4 2022 | $3,452,620 | -39.2% | 73,009 | -43.4% | 0.35% | +8.6% |
| Q3 2022 | $5,675,000 | +22.3% | 128,982 | +29.1% | 0.32% | +22.2% |
| Q2 2022 | $4,640,000 | -14.6% | 99,900 | +2.2% | 0.27% | +0.8% |
| Q1 2022 | $5,434,000 | +108.0% | 97,770 | +119.0% | 0.26% | +2.3% |
| Q4 2021 | $2,612,000 | +47.6% | 44,653 | +33.5% | 0.26% | +41.8% |
| Q2 2021 | $1,770,000 | +299.5% | 33,454 | +271.6% | 0.18% | +203.3% |
| Q1 2021 | $443,000 | +9.1% | 9,002 | +2.1% | 0.06% | 0.0% |
| Q4 2020 | $406,000 | – | 8,814 | – | 0.06% | – |
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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% |