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 | $262,477 | -16.2% | 5,000 | -13.1% | 0.23% | -11.9% |
| Q2 2023 | $313,171 | +10.6% | 5,752 | +2.5% | 0.26% | -1.1% |
| Q1 2023 | $283,100 | +24.6% | 5,613 | +16.8% | 0.26% | +17.9% |
| Q4 2022 | $227,226 | +17.1% | 4,804 | +14.8% | 0.22% | +16.7% |
| Q2 2022 | $194,000 | -11.8% | 4,184 | +5.5% | 0.19% | -5.4% |
| Q1 2022 | $220,000 | -1.3% | 3,967 | +3.8% | 0.20% | +3.0% |
| Q4 2021 | $223,000 | – | 3,823 | – | 0.20% | – |
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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% |