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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,553,666 | -74.8% | 48,651 | -16.0% | 0.03% | -71.3% |
Q2 2023 | $10,151,588 | +278.4% | 57,891 | +8.8% | 0.11% | +227.3% |
Q1 2023 | $2,683,018 | -11.2% | 53,203 | -16.7% | 0.03% | -68.9% |
Q4 2022 | $3,021,579 | +27.9% | 63,895 | +19.3% | 0.11% | +12.8% |
Q3 2022 | $2,362,000 | -12.3% | 53,551 | -7.6% | 0.09% | -13.0% |
Q2 2022 | $2,693,000 | -11.5% | 57,941 | +5.9% | 0.11% | +0.9% |
Q1 2022 | $3,042,000 | -7.9% | 54,725 | -3.1% | 0.11% | -2.7% |
Q4 2021 | $3,302,000 | +12.6% | 56,498 | +2.1% | 0.11% | +1.9% |
Q3 2021 | $2,933,000 | -0.4% | 55,352 | -0.4% | 0.11% | -6.9% |
Q2 2021 | $2,945,000 | +8.5% | 55,594 | +0.7% | 0.12% | -0.9% |
Q1 2021 | $2,715,000 | +5.6% | 55,191 | -1.1% | 0.12% | -2.5% |
Q4 2020 | $2,572,000 | +20.6% | 55,805 | +7.0% | 0.12% | +8.1% |
Q3 2020 | $2,132,000 | +1.9% | 52,145 | -5.8% | 0.11% | -1.8% |
Q2 2020 | $2,092,000 | +69.8% | 55,381 | +41.4% | 0.11% | +32.9% |
Q1 2020 | $1,232,000 | -31.4% | 39,175 | -13.0% | 0.08% | -39.7% |
Q4 2019 | $1,795,000 | – | 45,029 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |