SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -4.8% | 4,268 | +0.1% | 0.11% | -1.7% |
| Q4 2021 | $249,000 | +9.2% | 4,262 | -0.9% | 0.12% | -3.4% |
| Q3 2021 | $228,000 | +0.4% | 4,300 | +0.2% | 0.12% | -2.5% |
| Q2 2021 | $227,000 | -0.9% | 4,293 | -7.8% | 0.12% | -6.9% |
| Q1 2021 | $229,000 | -41.9% | 4,655 | -45.6% | 0.13% | -48.8% |
| Q4 2020 | $394,000 | +31.8% | 8,556 | +16.7% | 0.26% | -1.5% |
| Q3 2020 | $299,000 | -12.3% | 7,334 | -18.8% | 0.26% | -29.9% |
| Q2 2020 | $341,000 | +20.9% | 9,037 | +0.7% | 0.37% | +3.3% |
| Q1 2020 | $282,000 | -29.0% | 8,972 | -10.1% | 0.36% | +5.6% |
| Q4 2019 | $397,000 | – | 9,975 | – | 0.34% | – |
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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% |