SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,595 | -48.1% | 3,974 | -46.1% | 0.16% | -47.6% |
| Q2 2023 | $401,549 | +45.2% | 7,376 | +34.5% | 0.30% | +6.1% |
| Q1 2023 | $276,558 | -7.4% | 5,484 | -13.2% | 0.28% | -22.9% |
| Q4 2022 | $298,636 | +11.0% | 6,315 | +24.3% | 0.36% | +70.0% |
| Q2 2022 | $269,000 | -67.2% | 5,082 | -65.5% | 0.21% | -67.7% |
| Q1 2022 | $819,000 | -4.9% | 14,732 | 0.0% | 0.66% | +4.8% |
| Q4 2021 | $861,000 | +43.0% | 14,732 | +30.0% | 0.63% | +46.2% |
| Q3 2021 | $602,000 | +123.8% | 11,331 | +123.0% | 0.43% | +102.3% |
| Q2 2021 | $269,000 | -9.7% | 5,082 | -21.3% | 0.21% | -18.1% |
| Q4 2020 | $298,000 | – | 6,459 | – | 0.26% | – |
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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% |