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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,645 | -17.5% | 4,058 | -27.9% | 0.09% | -29.6% |
| Q3 2022 | $248,000 | -5.0% | 5,625 | -0.0% | 0.12% | -3.1% |
| Q2 2022 | $261,000 | -58.6% | 5,626 | -50.4% | 0.13% | -46.7% |
| Q1 2022 | $631,000 | -11.9% | 11,351 | -7.4% | 0.24% | -8.0% |
| Q4 2021 | $716,000 | +3.5% | 12,254 | -6.2% | 0.26% | -1.5% |
| Q3 2021 | $692,000 | -2.4% | 13,064 | -2.5% | 0.27% | -7.0% |
| Q2 2021 | $709,000 | +1.4% | 13,393 | -5.7% | 0.29% | -11.1% |
| Q1 2021 | $699,000 | +2.9% | 14,206 | -3.6% | 0.32% | -12.7% |
| Q4 2020 | $679,000 | +11.3% | 14,733 | -1.3% | 0.37% | -8.4% |
| Q3 2020 | $610,000 | -32.7% | 14,923 | -37.9% | 0.40% | -44.7% |
| Q2 2020 | $907,000 | -22.3% | 24,028 | -18.0% | 0.73% | -17.6% |
| Q4 2019 | $1,167,000 | – | 29,300 | – | 0.89% | – |
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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% |