SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,820,727 | +2.7% | 53,738 | +6.5% | 1.88% | +5.3% |
| Q2 2023 | $2,745,905 | +17.3% | 50,439 | +8.6% | 1.78% | +22.3% |
| Q1 2023 | $2,341,396 | +5.7% | 46,429 | -0.9% | 1.46% | 0.0% |
| Q4 2022 | $2,215,866 | +19.8% | 46,857 | +11.8% | 1.46% | -0.5% |
| Q3 2022 | $1,849,000 | -0.5% | 41,909 | +4.8% | 1.47% | -8.3% |
| Q2 2022 | $1,858,000 | -18.5% | 39,984 | -2.5% | 1.60% | -12.5% |
| Q1 2022 | $2,279,000 | +6.0% | 41,011 | +11.5% | 1.83% | +7.6% |
| Q4 2021 | $2,150,000 | – | 36,778 | – | 1.70% | – |
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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% |