SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $363,073 | -44.0% | 6,917 | -41.9% | 0.27% | -35.4% |
Q2 2023 | $648,163 | -31.6% | 11,906 | -36.6% | 0.42% | -39.6% |
Q1 2023 | $947,277 | -72.5% | 18,784 | -74.2% | 0.70% | -69.0% |
Q4 2022 | $3,440,915 | +12.0% | 72,762 | +4.5% | 2.25% | -5.4% |
Q3 2022 | $3,073,000 | -1.9% | 69,656 | +3.4% | 2.38% | +6.0% |
Q2 2022 | $3,132,000 | -14.9% | 67,375 | +1.8% | 2.24% | -9.5% |
Q1 2022 | $3,679,000 | +24.0% | 66,186 | +30.4% | 2.48% | +17.5% |
Q4 2021 | $2,967,000 | -9.9% | 50,762 | -18.3% | 2.11% | -0.4% |
Q3 2021 | $3,293,000 | +1.0% | 62,151 | +0.9% | 2.12% | +1.3% |
Q2 2021 | $3,261,000 | +10.3% | 61,569 | +2.5% | 2.09% | +9.3% |
Q1 2021 | $2,956,000 | +5.8% | 60,093 | -0.9% | 1.91% | +8.9% |
Q4 2020 | $2,794,000 | +37.6% | 60,621 | +22.1% | 1.76% | -10.2% |
Q3 2020 | $2,030,000 | +11.0% | 49,639 | +2.5% | 1.96% | +10.0% |
Q2 2020 | $1,829,000 | +18.3% | 48,408 | -1.5% | 1.78% | +1.1% |
Q1 2020 | $1,546,000 | – | 49,145 | – | 1.76% | – |
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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% |