SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 391 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
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 | 1,239,688 | $67,488,592 | 34.88% |
| Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
| Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
| Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
| Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
| Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
| Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
| Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
| Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |