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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,188,027 | +4.1% | 108,335 | +0.7% | 0.04% | -13.0% |
Q1 2024 | $6,902,571 | -3.5% | 107,600 | -12.0% | 0.05% | -20.7% |
Q4 2023 | $7,150,127 | +14.8% | 122,329 | +3.1% | 0.06% | -4.9% |
Q3 2023 | $6,226,311 | -32.9% | 118,619 | -30.4% | 0.06% | -34.4% |
Q2 2023 | $9,282,891 | +51.6% | 170,516 | +40.4% | 0.09% | +40.9% |
Q1 2023 | $6,123,373 | +6.2% | 121,423 | -0.5% | 0.07% | +29.4% |
Q4 2022 | $5,768,387 | -99.9% | 121,979 | -58.4% | 0.05% | -26.1% |
Q3 2022 | $6,474,468,000 | +148158.9% | 293,272 | +212.1% | 0.07% | +53.3% |
Q2 2022 | $4,367,000 | +11.0% | 93,958 | +32.7% | 0.04% | +9.8% |
Q1 2022 | $3,935,000 | -6.0% | 70,791 | -1.1% | 0.04% | -2.4% |
Q4 2021 | $4,185,000 | +35.7% | 71,599 | +23.0% | 0.04% | +35.5% |
Q3 2021 | $3,085,000 | -0.7% | 58,215 | -0.7% | 0.03% | -11.4% |
Q2 2021 | $3,107,000 | +25.5% | 58,647 | +16.5% | 0.04% | +12.9% |
Q1 2021 | $2,475,000 | +398.0% | 50,321 | +364.4% | 0.03% | +416.7% |
Q4 2020 | $497,000 | – | 10,835 | – | 0.01% | – |
Download |
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% |