SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,819,947 | +3.4% | 168,031 | -1.0% | 5.60% | +0.1% |
| Q2 2023 | $8,528,687 | -0.3% | 169,644 | -0.0% | 5.59% | +3.7% |
| Q1 2023 | $8,558,441 | +8.7% | 169,710 | +1.9% | 5.39% | -0.8% |
| Q4 2022 | $7,873,622 | +10.4% | 166,497 | +3.0% | 5.43% | +1.6% |
| Q3 2022 | $7,131,000 | +8.9% | 161,674 | +14.7% | 5.35% | +12.9% |
| Q2 2022 | $6,549,000 | -13.7% | 140,899 | +3.1% | 4.74% | -7.8% |
| Q1 2022 | $7,593,000 | +8.1% | 136,612 | +13.6% | 5.13% | +13.4% |
| Q4 2021 | $7,027,000 | – | 120,215 | – | 4.53% | – |
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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% |