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 | $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% | – |
Download |
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% |