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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,136,086 | +28.9% | 101,504 | +22.7% | 1.07% | +15.7% |
| Q4 2022 | $3,984,730 | +19.3% | 82,757 | +9.2% | 0.92% | +3.5% |
| Q3 2022 | $3,341,000 | -7.0% | 75,751 | -2.0% | 0.89% | +16.3% |
| Q2 2022 | $3,594,000 | +112.5% | 77,331 | +154.2% | 0.76% | +152.5% |
| Q1 2022 | $1,691,000 | -14.8% | 30,427 | -10.4% | 0.30% | -12.7% |
| Q4 2021 | $1,984,000 | +19.2% | 33,948 | +14.0% | 0.35% | +13.0% |
| Q3 2021 | $1,664,000 | +7.3% | 29,771 | +5.2% | 0.31% | -17.0% |
| Q2 2021 | $1,551,000 | -33.8% | 28,310 | -37.4% | 0.37% | -37.8% |
| Q1 2021 | $2,344,000 | +426.7% | 45,218 | +367.9% | 0.60% | +199.0% |
| Q4 2020 | $445,000 | -31.4% | 9,665 | -34.5% | 0.20% | -37.4% |
| Q3 2020 | $649,000 | – | 14,757 | – | 0.32% | – |
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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% |