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 | $20,441,192 | +2.8% | 390,224 | +5.8% | 5.01% | +2.6% |
| Q2 2023 | $19,876,264 | +8.9% | 368,886 | +0.5% | 4.88% | +3.2% |
| Q1 2023 | $18,255,270 | +9.8% | 366,940 | +4.9% | 4.73% | +7.5% |
| Q4 2022 | $16,620,883 | +11.1% | 349,751 | +4.5% | 4.40% | -10.1% |
| Q3 2022 | $14,958,000 | -8.4% | 334,782 | -3.9% | 4.89% | +1.3% |
| Q2 2022 | $16,330,000 | -6.4% | 348,480 | +10.1% | 4.83% | +17.8% |
| Q1 2022 | $17,447,000 | +34.8% | 316,408 | +43.7% | 4.10% | +14.1% |
| Q4 2021 | $12,944,000 | +3598.3% | 220,245 | +3274.9% | 3.59% | +2844.3% |
| Q3 2021 | $350,000 | – | 6,526 | – | 0.12% | – |
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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% |