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 | $355,018 | -1.7% | 6,764 | +2.0% | 0.09% | +1.2% |
| Q2 2023 | $361,000 | +2.8% | 6,632 | -4.7% | 0.09% | -1.1% |
| Q1 2023 | $351,000 | +24.5% | 6,961 | +16.8% | 0.09% | +17.6% |
| Q4 2022 | $282,000 | +15.6% | 5,960 | +7.6% | 0.07% | +7.2% |
| Q3 2022 | $244,000 | -0.8% | 5,538 | +4.8% | 0.07% | +3.0% |
| Q2 2022 | $246,000 | -9.9% | 5,285 | +7.8% | 0.07% | 0.0% |
| Q1 2022 | $273,000 | +0.4% | 4,904 | +5.5% | 0.07% | -1.5% |
| Q4 2021 | $272,000 | +18.3% | 4,647 | +7.3% | 0.07% | +7.9% |
| Q3 2021 | $230,000 | +12.7% | 4,332 | +12.3% | 0.06% | +10.5% |
| Q2 2021 | $204,000 | -70.0% | 3,858 | -72.1% | 0.06% | -73.4% |
| Q1 2021 | $681,000 | +12.2% | 13,852 | +5.2% | 0.21% | +2.4% |
| Q4 2020 | $607,000 | +63.2% | 13,164 | +44.5% | 0.21% | +45.1% |
| Q3 2020 | $372,000 | +13.8% | 9,109 | +5.3% | 0.14% | 0.0% |
| Q2 2020 | $327,000 | +21.1% | 8,653 | +0.9% | 0.14% | +1.4% |
| Q1 2020 | $270,000 | – | 8,574 | – | 0.14% | – |
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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% |