SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $285,002 | +11.4% | 4,876 | 0.0% | 0.13% | -11.3% |
| Q3 2023 | $255,941 | -3.6% | 4,876 | 0.0% | 0.15% | -9.0% |
| Q2 2023 | $265,449 | +8.0% | 4,876 | 0.0% | 0.17% | -2.4% |
| Q1 2023 | $245,897 | +6.3% | 4,876 | -0.3% | 0.17% | -9.6% |
| Q4 2022 | $231,343 | +7.1% | 4,892 | 0.0% | 0.19% | +15.3% |
| Q3 2022 | $216,000 | -4.8% | 4,892 | 0.0% | 0.16% | +1.2% |
| Q2 2022 | $227,000 | -16.5% | 4,892 | 0.0% | 0.16% | +18.4% |
| Q1 2022 | $272,000 | -4.9% | 4,892 | 0.0% | 0.14% | +10.6% |
| Q4 2021 | $286,000 | +10.4% | 4,892 | 0.0% | 0.12% | +10.8% |
| Q3 2021 | $259,000 | 0.0% | 4,892 | 0.0% | 0.11% | -22.4% |
| Q2 2021 | $259,000 | +7.5% | 4,892 | 0.0% | 0.14% | -15.4% |
| Q1 2021 | $241,000 | +7.1% | 4,892 | 0.0% | 0.17% | -14.2% |
| Q4 2020 | $225,000 | +12.5% | 4,892 | 0.0% | 0.20% | +1.5% |
| Q3 2020 | $200,000 | – | 4,892 | – | 0.19% | – |
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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% |