SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $420,157 | -3.2% | 8,005 | +0.4% | 0.26% | -1.1% |
Q2 2023 | $434,084 | +16.8% | 7,974 | +8.2% | 0.26% | +9.7% |
Q1 2023 | $371,683 | +7.0% | 7,370 | +0.4% | 0.24% | 0.0% |
Q4 2022 | $347,266 | +7.5% | 7,343 | +0.4% | 0.24% | -5.6% |
Q3 2022 | $323,000 | -4.4% | 7,311 | +0.4% | 0.25% | +3.7% |
Q2 2022 | $338,000 | -16.1% | 7,281 | +0.4% | 0.24% | -5.1% |
Q1 2022 | $403,000 | -17.8% | 7,252 | -13.4% | 0.26% | -15.2% |
Q4 2021 | $490,000 | +2.3% | 8,376 | +0.3% | 0.30% | -3.5% |
Q3 2021 | $479,000 | – | 8,350 | – | 0.31% | – |
Download |
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% |