SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 497 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $269,019 | +3.7% | 4,055 | +0.3% | 0.21% | -1.9% |
| Q1 2024 | $259,410 | +10.0% | 4,044 | +0.2% | 0.21% | -5.3% |
| Q4 2023 | $235,788 | +11.7% | 4,034 | +0.3% | 0.23% | +3.2% |
| Q3 2023 | $211,117 | -3.3% | 4,022 | +0.3% | 0.22% | +6.3% |
| Q2 2023 | $218,325 | +8.3% | 4,010 | +0.3% | 0.21% | -2.4% |
| Q1 2023 | $201,639 | -7.9% | 3,998 | +1.3% | 0.21% | +10.5% |
| Q1 2022 | $219,000 | -25.8% | 3,947 | -21.7% | 0.19% | -21.1% |
| Q4 2021 | $295,000 | – | 5,040 | – | 0.24% | – |
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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% |