SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,092,947 | +1.6% | 20,822 | +5.3% | 0.41% | +3.5% |
| Q2 2023 | $1,076,061 | +13.1% | 19,766 | +4.8% | 0.40% | +8.2% |
| Q1 2023 | $951,160 | +25.6% | 18,861 | +17.8% | 0.37% | +15.8% |
| Q4 2022 | $757,113 | +20.2% | 16,010 | +12.0% | 0.32% | +10.1% |
| Q3 2022 | $630,000 | -4.7% | 14,292 | +0.5% | 0.29% | -0.7% |
| Q2 2022 | $661,000 | -22.1% | 14,226 | -6.9% | 0.29% | -12.9% |
| Q1 2022 | $849,000 | -1.5% | 15,280 | +3.6% | 0.33% | +1.2% |
| Q4 2021 | $862,000 | +27.3% | 14,754 | +15.5% | 0.33% | +8.9% |
| Q3 2021 | $677,000 | -8.6% | 12,771 | -7.6% | 0.30% | -10.9% |
| Q2 2021 | $741,000 | +15.4% | 13,824 | +5.9% | 0.34% | +3.7% |
| Q1 2021 | $642,000 | +16.7% | 13,058 | +9.3% | 0.33% | +11.2% |
| Q4 2020 | $550,000 | +10.2% | 11,944 | +1.9% | 0.29% | +1.4% |
| Q3 2020 | $499,000 | +33.8% | 11,725 | +20.5% | 0.29% | +21.3% |
| Q2 2020 | $373,000 | +38.1% | 9,727 | +13.4% | 0.24% | +14.9% |
| Q1 2020 | $270,000 | – | 8,576 | – | 0.21% | – |
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% |