SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,501 | -13.4% | 2,410 | -10.1% | 0.06% | -13.9% |
| Q2 2023 | $146,008 | -55.0% | 2,682 | -58.3% | 0.07% | -55.6% |
| Q1 2023 | $324,177 | +102164.0% | 6,428 | -4.1% | 0.16% | -5.3% |
| Q4 2022 | $317 | -99.7% | 6,702 | +193.2% | 0.17% | +17.1% |
| Q3 2022 | $101,000 | -98.7% | 2,286 | -98.6% | 0.15% | -96.6% |
| Q2 2022 | $7,556,000 | -8.3% | 162,559 | +9.7% | 4.30% | -4.8% |
| Q1 2022 | $8,236,000 | +1.2% | 148,186 | +6.4% | 4.52% | -1.1% |
| Q4 2021 | $8,138,000 | +9.0% | 139,222 | -1.2% | 4.57% | -1.3% |
| Q3 2021 | $7,467,000 | +5.2% | 140,905 | +5.1% | 4.63% | -1.1% |
| Q2 2021 | $7,099,000 | +39.1% | 134,025 | +29.2% | 4.68% | +22.4% |
| Q1 2021 | $5,104,000 | +9.4% | 103,771 | +2.5% | 3.82% | +2.3% |
| Q4 2020 | $4,667,000 | – | 101,252 | – | 3.74% | – |
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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% |