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 | $935,580 | -6.8% | 17,824 | -3.4% | 0.82% | +0.7% |
| Q2 2023 | $1,004,017 | +8.8% | 18,443 | +0.8% | 0.82% | +5.0% |
| Q1 2023 | $923,027 | +6.3% | 18,303 | -0.4% | 0.78% | +3.5% |
| Q4 2022 | $868,710 | +10.2% | 18,370 | +2.8% | 0.75% | -1.8% |
| Q3 2022 | $788,000 | -3.3% | 17,862 | +1.9% | 0.77% | +11.2% |
| Q2 2022 | $815,000 | +2.9% | 17,535 | +23.0% | 0.69% | -7.0% |
| Q1 2022 | $792,000 | -35.3% | 14,252 | -31.9% | 0.74% | -28.0% |
| Q4 2021 | $1,224,000 | +24.6% | 20,933 | +12.9% | 1.03% | +27.3% |
| Q3 2021 | $982,000 | +0.3% | 18,533 | +0.3% | 0.81% | -7.5% |
| Q2 2021 | $979,000 | +7.5% | 18,483 | -0.2% | 0.88% | -6.9% |
| Q1 2021 | $911,000 | – | 18,525 | – | 0.94% | – |
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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% |