SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $23,072 | -97.0% | 477 | -97.1% | 0.01% | -98.1% |
Q2 2022 | $779,000 | -28.6% | 16,262 | -17.2% | 0.42% | -13.5% |
Q1 2022 | $1,091,000 | +190.2% | 19,631 | +188.2% | 0.49% | +59.3% |
Q4 2021 | $376,000 | 0.0% | 6,811 | 0.0% | 0.31% | -6.1% |
Q3 2021 | $376,000 | +35.3% | 6,811 | +30.0% | 0.33% | +34.0% |
Q2 2021 | $278,000 | – | 5,239 | – | 0.24% | – |
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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% |