SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,422 | -4.4% | 4,085 | -0.9% | 0.12% | +1.7% |
| Q2 2023 | $224,347 | +8.3% | 4,121 | +0.3% | 0.12% | +4.5% |
| Q1 2023 | $207,115 | -19.4% | 4,107 | -11.1% | 0.11% | -33.3% |
| Q1 2022 | $257,000 | +0.4% | 4,622 | 0.0% | 0.17% | -9.7% |
| Q4 2021 | $256,000 | +3.6% | 4,622 | -0.9% | 0.19% | +8.1% |
| Q3 2021 | $247,000 | 0.0% | 4,666 | 0.0% | 0.17% | -1.7% |
| Q2 2021 | $247,000 | +4.7% | 4,666 | -2.9% | 0.18% | -8.9% |
| Q1 2021 | $236,000 | +3.1% | 4,807 | -3.2% | 0.19% | +5.5% |
| Q4 2020 | $229,000 | – | 4,965 | – | 0.18% | – |
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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% |