SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $606,155 | -10.8% | 11,548 | -7.5% | 0.63% | -6.0% |
Q2 2023 | $679,412 | -14.3% | 12,480 | -20.7% | 0.67% | -19.5% |
Q1 2023 | $793,163 | -7.5% | 15,728 | -13.2% | 0.83% | +26.4% |
Q4 2022 | $857,037 | +5.8% | 18,123 | -1.3% | 0.66% | -10.1% |
Q3 2022 | $810,000 | -11.7% | 18,363 | -6.9% | 0.73% | -7.0% |
Q2 2022 | $917,000 | -13.4% | 19,731 | +3.6% | 0.78% | -2.6% |
Q1 2022 | $1,059,000 | -8.0% | 19,047 | -3.2% | 0.81% | +20.5% |
Q4 2021 | $1,151,000 | +16.1% | 19,686 | +5.2% | 0.67% | -3.5% |
Q3 2021 | $991,000 | +14.3% | 18,708 | +14.2% | 0.69% | +3.0% |
Q2 2021 | $867,000 | +25.7% | 16,377 | +16.7% | 0.67% | +17.5% |
Q1 2021 | $690,000 | +1400.0% | 14,030 | -8.4% | 0.57% | +4675.0% |
Q4 2020 | $46,000 | -96.0% | 15,318 | -44.9% | 0.01% | -98.9% |
Q3 2020 | $1,136,000 | -6.9% | 27,793 | -13.1% | 1.08% | +275.9% |
Q2 2020 | $1,220,000 | – | 31,969 | – | 0.29% | – |
Download |
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% |