SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 548 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,442 | +1.9% | 4,709 | -1.5% | 0.23% | +8.5% |
| Q1 2024 | $306,660 | -43.7% | 4,780 | -48.7% | 0.21% | -42.4% |
| Q4 2023 | $544,341 | -5.2% | 9,312 | -14.9% | 0.37% | -14.0% |
| Q3 2023 | $574,501 | -20.1% | 10,945 | -23.3% | 0.43% | -14.5% |
| Q1 2023 | $719,441 | +91.1% | 14,266 | +79.2% | 0.50% | +83.6% |
| Q4 2022 | $376,489 | -63.0% | 7,961 | -65.5% | 0.27% | -60.6% |
| Q3 2022 | $1,018,000 | -6.9% | 23,090 | -1.9% | 0.70% | +2.4% |
| Q2 2022 | $1,094,000 | -41.4% | 23,534 | -29.9% | 0.68% | -8.4% |
| Q1 2022 | $1,866,000 | -12.6% | 33,567 | -8.1% | 0.74% | -9.5% |
| Q4 2021 | $2,134,000 | – | 36,518 | – | 0.82% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
| Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
| Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
| Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
| Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
| Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
| Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
| Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
| Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |