SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $42,000 | -16.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | -5.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +11.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $47,691 | +0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,673 | +7.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,271 | +6.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $41,481 | +12.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $36,801 | +8.2% | 900 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $34,002 | +20.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,305 | -21.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,874 | +8.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $33,066 | +0.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,814 | +3.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $31,662 | +13.8% | 900 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $27,819 | -14.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,580 | +6.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,591 | +3.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $29,538 | -1.2% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $29,889 | +6.0% | 900 | +500.0% | 0.00% | 0.0% |
| Q3 2017 | $28,185 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |