SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 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 | 1,099,323 | $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% |