SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $25,000 | -73.1% | 560 | -72.1% | 0.01% | -71.4% |
| Q2 2022 | $93,000 | -51.1% | 2,006 | -41.3% | 0.04% | -45.5% |
| Q1 2022 | $190,000 | +3.8% | 3,415 | +2.8% | 0.08% | +4.1% |
| Q4 2021 | $183,000 | -5.2% | 3,323 | -8.6% | 0.07% | -8.6% |
| Q3 2021 | $193,000 | -13.5% | 3,634 | -13.7% | 0.08% | -14.7% |
| Q2 2021 | $223,000 | -35.9% | 4,213 | -40.4% | 0.10% | -40.6% |
| Q1 2021 | $348,000 | -36.8% | 7,072 | -40.8% | 0.16% | -36.0% |
| Q4 2020 | $551,000 | – | 11,948 | – | 0.25% | – |
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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% |