SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,320,622 | -3.4% | 63,262 | +0.2% | 1.06% | -0.7% |
| Q2 2023 | $3,437,123 | -24.3% | 63,136 | -29.8% | 1.06% | -28.0% |
| Q1 2023 | $4,537,540 | +7.2% | 89,977 | +0.6% | 1.48% | -3.3% |
| Q4 2022 | $4,231,036 | +6.9% | 89,470 | -0.3% | 1.52% | +2.8% |
| Q3 2022 | $3,958,000 | -4.6% | 89,737 | +0.5% | 1.48% | -2.6% |
| Q2 2022 | $4,148,000 | -16.4% | 89,248 | -0.0% | 1.52% | -9.9% |
| Q1 2022 | $4,962,000 | -4.3% | 89,277 | +0.6% | 1.69% | +0.4% |
| Q4 2021 | $5,184,000 | +8.8% | 88,708 | -1.3% | 1.68% | +4.3% |
| Q3 2021 | $4,763,000 | +0.5% | 89,876 | +0.5% | 1.61% | +2.0% |
| Q2 2021 | $4,737,000 | +7.8% | 89,443 | +0.1% | 1.58% | +2.2% |
| Q1 2021 | $4,393,000 | +6.9% | 89,324 | +0.1% | 1.55% | -1.4% |
| Q4 2020 | $4,111,000 | +15.9% | 89,214 | +2.8% | 1.57% | +0.3% |
| Q3 2020 | $3,547,000 | +8.2% | 86,753 | +0.0% | 1.57% | -2.3% |
| Q2 2020 | $3,277,000 | – | 86,747 | – | 1.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |