SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,927 | -7.6% | 9,067 | -2.1% | 0.10% | -3.0% |
| Q2 2023 | $515,282 | +9.2% | 9,261 | -1.0% | 0.10% | +1.0% |
| Q1 2023 | $471,672 | +6.6% | 9,353 | 0.0% | 0.10% | +2.1% |
| Q4 2022 | $442,303 | +21.5% | 9,353 | +13.4% | 0.10% | +17.1% |
| Q3 2022 | $364,000 | -5.0% | 8,246 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $383,000 | -18.7% | 8,246 | -2.7% | 0.08% | -8.7% |
| Q1 2022 | $471,000 | -4.8% | 8,474 | 0.0% | 0.09% | -3.2% |
| Q4 2021 | $495,000 | +10.2% | 8,474 | 0.0% | 0.10% | +5.6% |
| Q3 2021 | $449,000 | -3.4% | 8,474 | -3.5% | 0.09% | +1.1% |
| Q2 2021 | $465,000 | +3.6% | 8,782 | -3.8% | 0.09% | -5.3% |
| Q1 2021 | $449,000 | +5.6% | 9,132 | -1.0% | 0.09% | +5.6% |
| Q4 2020 | $425,000 | – | 9,228 | – | 0.09% | – |
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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% |