SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,086,311 | -6.7% | 154,054 | -3.3% | 1.84% | -5.9% |
Q2 2023 | $8,668,597 | +4.0% | 159,232 | -3.7% | 1.96% | -2.0% |
Q1 2023 | $8,339,148 | +1.2% | 165,361 | -5.1% | 2.00% | -4.5% |
Q4 2022 | $8,239,944 | +7.2% | 174,243 | -0.0% | 2.09% | +6.4% |
Q3 2022 | $7,689,000 | -3.7% | 174,323 | +1.4% | 1.97% | -2.7% |
Q2 2022 | $7,988,000 | -17.0% | 171,854 | -0.7% | 2.02% | -9.4% |
Q1 2022 | $9,620,000 | -1.5% | 173,082 | +3.6% | 2.23% | +1.9% |
Q4 2021 | $9,766,000 | +12.5% | 167,076 | +2.0% | 2.19% | +3.1% |
Q3 2021 | $8,680,000 | +7.1% | 163,810 | +7.0% | 2.12% | +3.6% |
Q2 2021 | $8,108,000 | +2.7% | 153,061 | -4.6% | 2.05% | -7.7% |
Q1 2021 | $7,894,000 | +0.9% | 160,489 | -5.4% | 2.22% | -9.1% |
Q4 2020 | $7,820,000 | +4.9% | 169,663 | -6.9% | 2.44% | -6.6% |
Q3 2020 | $7,454,000 | +6.5% | 182,283 | -1.6% | 2.62% | -1.8% |
Q2 2020 | $7,001,000 | +5.5% | 185,304 | -3.6% | 2.67% | -5.9% |
Q1 2020 | $6,634,000 | -10.5% | 192,292 | +7.8% | 2.83% | -10.7% |
Q4 2019 | $7,416,000 | – | 178,362 | – | 3.17% | – |
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% |