SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,410 | -30.0% | 13,458 | -27.4% | 0.76% | -33.7% |
| Q2 2023 | $1,009,481 | +4.0% | 18,543 | -3.7% | 1.15% | -17.6% |
| Q1 2023 | $970,828 | +9.8% | 19,251 | +2.9% | 1.39% | +9.9% |
| Q4 2022 | $884,370 | +7.2% | 18,701 | -0.1% | 1.27% | +12.9% |
| Q3 2022 | $825,000 | -23.8% | 18,712 | -19.6% | 1.12% | -17.4% |
| Q2 2022 | $1,082,000 | -30.9% | 23,283 | -17.3% | 1.36% | -9.8% |
| Q1 2022 | $1,565,000 | -4.6% | 28,166 | +0.3% | 1.51% | +8.6% |
| Q4 2021 | $1,641,000 | +26.2% | 28,078 | +14.5% | 1.39% | +14.8% |
| Q3 2021 | $1,300,000 | +38.4% | 24,532 | +38.4% | 1.21% | +37.9% |
| Q2 2021 | $939,000 | +13.0% | 17,723 | +4.9% | 0.88% | +5.8% |
| Q1 2021 | $831,000 | – | 16,895 | – | 0.83% | – |
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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% |