SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,907 | -3.6% | 1,770 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $96,359 | -14.2% | 1,770 | -20.6% | 0.00% | 0.0% |
| Q1 2023 | $112,350 | +40313.7% | 2,228 | -62.1% | 0.00% | -75.0% |
| Q4 2022 | $278 | -99.9% | 5,884 | +37.0% | 0.02% | +45.5% |
| Q3 2022 | $189,000 | -62.0% | 4,296 | -59.8% | 0.01% | -45.0% |
| Q2 2022 | $497,000 | -59.2% | 10,699 | -51.2% | 0.02% | -39.4% |
| Q1 2022 | $1,219,000 | -6.4% | 21,926 | -1.7% | 0.03% | +13.8% |
| Q4 2021 | $1,303,000 | -5.7% | 22,300 | -14.5% | 0.03% | -21.6% |
| Q3 2021 | $1,382,000 | +0.1% | 26,078 | +0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,381,000 | +3.4% | 26,073 | -3.9% | 0.04% | +2.8% |
| Q1 2021 | $1,335,000 | – | 27,137 | – | 0.04% | – |
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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% |