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 | $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% | – |
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% |