SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 128 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,252,091 | +7.3% | 184,658 | +3.8% | 5.24% | -3.3% |
Q1 2024 | $11,413,664 | +10.2% | 177,921 | +0.4% | 5.41% | -2.6% |
Q4 2023 | $10,360,526 | +17.8% | 177,254 | +5.8% | 5.55% | +11.3% |
Q3 2023 | $8,794,883 | +99355.9% | 167,553 | +3.2% | 4.99% | -21.1% |
Q2 2023 | $8,843 | -99.9% | 162,433 | +1.7% | 6.32% | +30.6% |
Q1 2023 | $8,050,721 | +5.8% | 159,641 | -0.8% | 4.84% | -6.4% |
Q4 2022 | $7,610,072 | +30.9% | 160,924 | +22.1% | 5.17% | +28.0% |
Q3 2022 | $5,814,000 | -0.5% | 131,799 | +10.9% | 4.04% | +15.8% |
Q2 2022 | $5,846,000 | -12.2% | 118,870 | -0.8% | 3.49% | +12.9% |
Q1 2022 | $6,657,000 | -27.4% | 119,778 | -23.6% | 3.09% | -22.4% |
Q4 2021 | $9,165,000 | -5.4% | 156,799 | -14.2% | 3.98% | +13.3% |
Q3 2021 | $9,688,000 | +4.0% | 182,832 | +4.0% | 3.52% | +4.0% |
Q2 2021 | $9,312,000 | +8.1% | 175,806 | +0.4% | 3.38% | +1.0% |
Q1 2021 | $8,616,000 | +46.7% | 175,167 | +37.5% | 3.35% | +35.9% |
Q4 2020 | $5,873,000 | +57.5% | 127,421 | +39.7% | 2.46% | +27.4% |
Q3 2020 | $3,730,000 | +14.5% | 91,222 | +5.7% | 1.93% | +6.2% |
Q2 2020 | $3,259,000 | +135.0% | 86,268 | +96.4% | 1.82% | +5.9% |
Q1 2020 | $1,387,000 | -81.3% | 43,914 | -76.4% | 1.72% | -56.1% |
Q4 2019 | $7,421,000 | +44.3% | 185,895 | +32.8% | 3.92% | +14.4% |
Q3 2019 | $5,143,000 | +184.5% | 139,997 | +182.6% | 3.42% | +183.7% |
Q2 2019 | $1,808,000 | +15.1% | 49,538 | +11.8% | 1.21% | +7.1% |
Q1 2019 | $1,571,000 | +27.4% | 44,316 | +10.5% | 1.13% | +17.5% |
Q4 2018 | $1,233,000 | +348.4% | 40,115 | +434.7% | 0.96% | +420.7% |
Q3 2018 | $275,000 | +71.9% | 7,503 | +60.4% | 0.18% | +58.6% |
Q2 2018 | $160,000 | +42.9% | 4,678 | +37.4% | 0.12% | +41.5% |
Q1 2018 | $112,000 | – | 3,405 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |