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 | $725 | -3.2% | 13,806 | +0.4% | 0.55% | 0.0% |
| Q2 2023 | $749 | +8.4% | 13,753 | +0.4% | 0.55% | +2.0% |
| Q1 2023 | $691 | +6.6% | 13,699 | -0.0% | 0.54% | -4.4% |
| Q4 2022 | $648 | -99.9% | 13,705 | -11.4% | 0.56% | -14.8% |
| Q3 2022 | $683,000 | -5.0% | 15,475 | 0.0% | 0.66% | -5.7% |
| Q2 2022 | $719,000 | -17.4% | 15,475 | -1.1% | 0.70% | -10.4% |
| Q1 2022 | $870,000 | -5.2% | 15,646 | -0.4% | 0.78% | +0.1% |
| Q4 2021 | $918,000 | +10.7% | 15,701 | +0.4% | 0.78% | +1.8% |
| Q3 2021 | $829,000 | -0.6% | 15,645 | -0.6% | 0.77% | -4.2% |
| Q2 2021 | $834,000 | – | 15,746 | – | 0.80% | – |
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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% |