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 | $327,057 | -7.2% | 6,231 | -3.8% | 0.18% | -6.6% |
| Q2 2023 | $352,578 | +8.3% | 6,476 | +0.4% | 0.20% | +5.9% |
| Q1 2023 | $325,411 | +7.1% | 6,453 | +0.4% | 0.19% | +3.9% |
| Q4 2022 | $303,819 | +13.8% | 6,425 | +6.2% | 0.18% | +2.9% |
| Q3 2022 | $267,000 | -4.6% | 6,049 | +0.3% | 0.17% | +0.6% |
| Q2 2022 | $280,000 | -15.2% | 6,032 | +1.7% | 0.17% | 0.0% |
| Q1 2022 | $330,000 | -5.4% | 5,931 | -0.6% | 0.17% | -2.3% |
| Q4 2021 | $349,000 | +12.9% | 5,966 | +2.4% | 0.18% | -3.3% |
| Q3 2021 | $309,000 | -3.1% | 5,828 | -3.2% | 0.18% | -4.7% |
| Q2 2021 | $319,000 | +7.0% | 6,023 | -0.7% | 0.19% | -1.0% |
| Q1 2021 | $298,000 | -4.8% | 6,066 | -10.6% | 0.19% | -13.8% |
| Q4 2020 | $313,000 | -1.3% | 6,787 | -12.4% | 0.22% | -18.5% |
| Q3 2020 | $317,000 | +4.6% | 7,744 | -3.4% | 0.28% | -5.2% |
| Q2 2020 | $303,000 | +7.4% | 8,014 | -10.7% | 0.29% | -13.6% |
| Q1 2020 | $282,000 | -25.4% | 8,970 | -5.4% | 0.34% | -1.2% |
| Q4 2019 | $378,000 | – | 9,480 | – | 0.34% | – |
Download | ||||||
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% |