SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
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 | 1,099,323 | $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% |