SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,816,611 | -1.5% | 72,711 | +2.2% | 4.04% | +11.3% |
Q2 2023 | $3,874,117 | +28.4% | 71,163 | +18.9% | 3.63% | +18.4% |
Q1 2023 | $3,017,311 | +27.3% | 59,832 | +19.4% | 3.07% | +14.1% |
Q4 2022 | $2,369,363 | +50.3% | 50,103 | +40.3% | 2.69% | +49.6% |
Q3 2022 | $1,576,000 | +41.2% | 35,721 | +48.8% | 1.80% | +47.7% |
Q2 2022 | $1,116,000 | +23.0% | 24,008 | +47.0% | 1.22% | +44.7% |
Q1 2022 | $907,000 | – | 16,327 | – | 0.84% | – |
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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% |