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 | $867,402 | -3.9% | 16,525 | -0.4% | 0.20% | -2.0% |
| Q2 2023 | $903,034 | +6.3% | 16,588 | -1.5% | 0.20% | +1.5% |
| Q1 2023 | $849,406 | +6.8% | 16,843 | -0.2% | 0.20% | -28.4% |
| Q4 2022 | $795,070 | +9.5% | 16,877 | +2.5% | 0.28% | -2.5% |
| Q3 2022 | $726,000 | -18.4% | 16,459 | -5.6% | 0.28% | -5.6% |
| Q2 2022 | $890,000 | -6.6% | 17,437 | +1.7% | 0.30% | +5.6% |
| Q1 2022 | $953,000 | -11.3% | 17,138 | -6.7% | 0.29% | -9.8% |
| Q4 2021 | $1,074,000 | +1.3% | 18,369 | -0.3% | 0.32% | 0.0% |
| Q3 2021 | $1,060,000 | +4.7% | 18,421 | -1.8% | 0.32% | 0.0% |
| Q2 2021 | $1,012,000 | -5.3% | 18,752 | -9.4% | 0.32% | -6.2% |
| Q1 2021 | $1,069,000 | +12.4% | 20,691 | +0.2% | 0.34% | -6.1% |
| Q4 2020 | $951,000 | – | 20,643 | – | 0.36% | – |
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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% |