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 | $441,493 | -1.7% | 8,411 | +1.9% | 0.28% | -2.1% |
| Q2 2023 | $449,348 | +9.8% | 8,254 | +1.7% | 0.28% | +5.6% |
| Q1 2023 | $409,290 | +12.6% | 8,116 | +5.6% | 0.27% | +8.1% |
| Q4 2022 | $363,613 | +12.2% | 7,689 | +4.8% | 0.25% | +5.1% |
| Q3 2022 | $324,000 | -2.7% | 7,340 | +2.5% | 0.23% | +0.4% |
| Q2 2022 | $333,000 | -11.2% | 7,159 | +6.1% | 0.23% | +0.9% |
| Q1 2022 | $375,000 | +3.9% | 6,745 | +9.2% | 0.23% | +6.9% |
| Q4 2021 | $361,000 | +3.7% | 6,175 | -5.9% | 0.22% | -2.3% |
| Q3 2021 | $348,000 | +0.9% | 6,561 | +0.6% | 0.22% | -3.1% |
| Q2 2021 | $345,000 | +4.5% | 6,522 | +2.0% | 0.23% | -3.0% |
| Q1 2021 | $330,000 | +0.9% | 6,394 | -10.0% | 0.24% | -17.5% |
| Q4 2020 | $327,000 | – | 7,105 | – | 0.28% | – |
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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% |