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 | $2,018,409 | -7.9% | 38,756 | -4.5% | 0.22% | -6.7% |
Q2 2023 | $2,191,148 | -10.0% | 40,584 | -16.1% | 0.24% | -14.6% |
Q1 2023 | $2,434,709 | -9.9% | 48,394 | -12.2% | 0.28% | -21.3% |
Q4 2022 | $2,700,950 | +2.5% | 55,144 | -6.9% | 0.36% | -17.0% |
Q3 2022 | $2,635,000 | -18.2% | 59,232 | -11.9% | 0.43% | -10.0% |
Q2 2022 | $3,221,000 | -17.6% | 67,265 | -5.4% | 0.48% | -6.5% |
Q1 2022 | $3,911,000 | -9.0% | 71,130 | -3.2% | 0.51% | -3.2% |
Q4 2021 | $4,296,000 | +3.0% | 73,500 | -6.6% | 0.53% | -0.2% |
Q3 2021 | $4,169,000 | -3.2% | 78,675 | -3.3% | 0.53% | -5.9% |
Q2 2021 | $4,308,000 | -6.1% | 81,331 | -12.8% | 0.56% | -12.7% |
Q1 2021 | $4,589,000 | -11.5% | 93,283 | -17.1% | 0.64% | -11.4% |
Q4 2020 | $5,187,000 | -3.5% | 112,539 | -14.4% | 0.73% | -12.9% |
Q3 2020 | $5,374,000 | +2.3% | 131,417 | -5.5% | 0.84% | +3.5% |
Q2 2020 | $5,254,000 | -2.8% | 139,067 | -19.1% | 0.81% | -15.2% |
Q1 2020 | $5,403,000 | -34.1% | 171,794 | -16.5% | 0.95% | -26.1% |
Q4 2019 | $8,202,000 | -18.1% | 205,761 | -24.5% | 1.29% | -15.1% |
Q3 2019 | $10,009,000 | -4.8% | 272,420 | -5.5% | 1.52% | -5.4% |
Q2 2019 | $10,509,000 | +24.7% | 288,223 | +20.3% | 1.60% | +12.2% |
Q1 2019 | $8,429,000 | – | 239,598 | – | 1.43% | – |
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% |