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 | 1,247,911 | $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% |