SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,139 | -3.6% | 9,052 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $492,791 | -33.3% | 9,052 | -38.2% | 0.02% | -32.4% |
| Q1 2023 | $738,951 | -63.4% | 14,653 | -65.7% | 0.03% | -63.4% |
| Q4 2022 | $2,017,344 | +7.2% | 42,659 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $1,882,000 | -5.1% | 42,659 | 0.0% | 0.10% | +9.2% |
| Q2 2022 | $1,983,000 | -15.1% | 42,659 | +1.5% | 0.09% | +2.4% |
| Q1 2022 | $2,335,000 | -4.9% | 42,009 | 0.0% | 0.08% | -12.4% |
| Q4 2021 | $2,455,000 | +10.3% | 42,009 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $2,226,000 | – | 42,009 | – | 0.10% | – |
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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% |