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 | $358,454 | -3.6% | 6,829 | 0.0% | 0.33% | +0.3% |
| Q2 2023 | $371,771 | -28.8% | 6,829 | -34.1% | 0.32% | -28.3% |
| Q1 2023 | $522,253 | +96973.0% | 10,356 | -8.9% | 0.45% | -5.0% |
| Q4 2022 | $538 | -99.9% | 11,373 | 0.0% | 0.48% | +7.9% |
| Q3 2022 | $502,000 | -7.2% | 11,373 | -2.2% | 0.44% | -2.4% |
| Q2 2022 | $541,000 | -16.3% | 11,631 | 0.0% | 0.45% | -6.8% |
| Q1 2022 | $646,000 | -3.9% | 11,631 | +1.1% | 0.49% | -2.4% |
| Q4 2021 | $672,000 | +12.4% | 11,499 | +1.9% | 0.50% | +10.7% |
| Q3 2021 | $598,000 | -24.7% | 11,283 | -24.7% | 0.45% | -22.3% |
| Q2 2021 | $794,000 | – | 14,992 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |