SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,376,100 | -3.3% | 102,421 | +0.3% | 2.70% | +7.4% |
Q2 2023 | $5,560,923 | +9.4% | 102,148 | +1.3% | 2.51% | +1.0% |
Q1 2023 | $5,083,062 | +11.0% | 100,794 | +4.1% | 2.48% | -10.7% |
Q4 2022 | $4,580,486 | +82.7% | 96,860 | +70.4% | 2.78% | +66.4% |
Q3 2022 | $2,507,000 | +393.5% | 56,836 | +420.2% | 1.67% | +300.0% |
Q2 2022 | $508,000 | -16.2% | 10,925 | +0.2% | 0.42% | -3.0% |
Q1 2022 | $606,000 | +5.2% | 10,905 | +10.7% | 0.43% | +38.6% |
Q4 2021 | $576,000 | +17.8% | 9,854 | +6.8% | 0.31% | +12.3% |
Q3 2021 | $489,000 | +15.9% | 9,225 | +15.7% | 0.28% | -1.1% |
Q2 2021 | $422,000 | +21.6% | 7,970 | +12.8% | 0.28% | -23.7% |
Q1 2021 | $347,000 | +49.6% | 7,063 | +40.1% | 0.37% | +22.7% |
Q4 2020 | $232,000 | +0.4% | 5,043 | -10.6% | 0.30% | -10.5% |
Q3 2020 | $231,000 | -45.3% | 5,642 | -46.7% | 0.33% | -10.2% |
Q4 2019 | $422,000 | – | 10,584 | – | 0.37% | – |
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% |