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 | 1,247,911 | $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% |