SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $328,272 | -3.6% | 6,254 | 0.0% | 0.14% | -0.7% |
Q2 2023 | $340,468 | +1.3% | 6,254 | -6.1% | 0.14% | -6.5% |
Q1 2023 | $336,015 | -13.5% | 6,663 | -18.9% | 0.15% | -21.5% |
Q4 2022 | $388,393 | +7.3% | 8,213 | 0.0% | 0.20% | -1.5% |
Q3 2022 | $362,000 | -5.2% | 8,213 | 0.0% | 0.20% | +2.6% |
Q2 2022 | $382,000 | -18.7% | 8,213 | -3.0% | 0.19% | -2.5% |
Q1 2022 | $470,000 | -5.8% | 8,463 | -0.8% | 0.20% | -2.9% |
Q4 2021 | $499,000 | +10.2% | 8,533 | -0.2% | 0.20% | +2.0% |
Q3 2021 | $453,000 | 0.0% | 8,553 | 0.0% | 0.20% | 0.0% |
Q2 2021 | $453,000 | -10.7% | 8,553 | -17.1% | 0.20% | -7.8% |
Q1 2021 | $507,000 | +5.2% | 10,313 | -1.4% | 0.22% | 0.0% |
Q4 2020 | $482,000 | +14.5% | 10,463 | +1.7% | 0.22% | +13.6% |
Q3 2020 | $421,000 | +5.5% | 10,289 | -2.7% | 0.19% | -4.0% |
Q2 2020 | $399,000 | +19.1% | 10,572 | -0.6% | 0.20% | -1.5% |
Q1 2020 | $335,000 | -25.7% | 10,637 | -4.8% | 0.20% | +10.4% |
Q4 2019 | $451,000 | +2.3% | 11,174 | -2.2% | 0.18% | -2.7% |
Q3 2019 | $441,000 | -11.4% | 11,422 | -15.4% | 0.19% | -16.1% |
Q2 2019 | $498,000 | +0.4% | 13,505 | -1.7% | 0.22% | -4.3% |
Q1 2019 | $496,000 | – | 13,744 | – | 0.23% | – |
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% |