SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,671,817 | -1.8% | 50,901 | +1.8% | 0.91% | -2.1% |
| Q2 2023 | $2,720,895 | +1.1% | 49,980 | -6.4% | 0.93% | +0.5% |
| Q1 2023 | $2,691,425 | -1.3% | 53,389 | -7.4% | 0.93% | -11.2% |
| Q4 2022 | $2,727,132 | +8.7% | 57,668 | +1.6% | 1.04% | -9.7% |
| Q3 2022 | $2,508,000 | +67.5% | 56,784 | -0.6% | 1.16% | +176.3% |
| Q2 2022 | $1,497,000 | -50.4% | 57,136 | +4.4% | 0.42% | -71.0% |
| Q1 2022 | $3,018,000 | -5.9% | 54,738 | -0.3% | 1.44% | +9.3% |
| Q4 2021 | $3,208,000 | – | 54,889 | – | 1.32% | – |
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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% |