SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $286,281 | -7.4% | 5,454 | -3.9% | 0.29% | -4.0% |
Q2 2023 | $309,056 | -1.9% | 5,677 | -9.2% | 0.30% | -5.4% |
Q1 2023 | $315,188 | +6.6% | 6,250 | 0.0% | 0.32% | +1.0% |
Q4 2022 | $295,562 | +7.1% | 6,250 | 0.0% | 0.31% | -2.8% |
Q3 2022 | $276,000 | -4.8% | 6,250 | 0.0% | 0.32% | 0.0% |
Q2 2022 | $290,000 | -23.7% | 6,250 | -8.6% | 0.32% | -11.8% |
Q1 2022 | $380,000 | -5.0% | 6,838 | 0.0% | 0.36% | +0.3% |
Q4 2021 | $400,000 | – | 6,838 | – | 0.36% | – |
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% |