SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,612 | -38.0% | 5,422 | -35.7% | 0.22% | -36.4% |
| Q2 2023 | $459,157 | +7.1% | 8,434 | +0.5% | 0.34% | +2.4% |
| Q1 2023 | $428,917 | +13.8% | 8,392 | +5.3% | 0.34% | +5.3% |
| Q4 2022 | $376,861 | +8.0% | 7,969 | +0.8% | 0.32% | -1.9% |
| Q3 2022 | $349,000 | -13.0% | 7,907 | -0.1% | 0.32% | -0.3% |
| Q2 2022 | $401,000 | -13.9% | 7,915 | -5.5% | 0.32% | -7.9% |
| Q1 2022 | $466,000 | -7.9% | 8,380 | -3.2% | 0.35% | -6.9% |
| Q4 2021 | $506,000 | -5.4% | 8,654 | -14.3% | 0.38% | -15.4% |
| Q2 2021 | $535,000 | -10.7% | 10,103 | -17.1% | 0.45% | -19.6% |
| Q1 2021 | $599,000 | -15.2% | 12,186 | -20.4% | 0.56% | -27.0% |
| Q4 2020 | $706,000 | – | 15,309 | – | 0.76% | – |
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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% |