SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $848,152 | -9.5% | 19,228 | -4.6% | 0.04% | -5.3% |
| Q2 2022 | $937,109 | -18.4% | 20,162 | -2.4% | 0.04% | -2.6% |
| Q1 2022 | $1,148,599 | +1.1% | 20,666 | +6.3% | 0.04% | +2.6% |
| Q4 2021 | $1,136,338 | +25.3% | 19,441 | +13.6% | 0.04% | +11.8% |
| Q3 2021 | $907,248 | -68.7% | 17,121 | -68.7% | 0.03% | -69.6% |
| Q2 2021 | $2,894,646 | +284.9% | 54,647 | +257.4% | 0.11% | +239.4% |
| Q1 2021 | $752,105 | +61.5% | 15,290 | +51.3% | 0.03% | +37.5% |
| Q4 2020 | $465,835 | -64.5% | 10,107 | -68.5% | 0.02% | -68.4% |
| Q3 2020 | $1,312,233 | +8.1% | 32,092 | -0.1% | 0.08% | -3.8% |
| Q2 2020 | $1,214,182 | +25.9% | 32,138 | +4.8% | 0.08% | -1.2% |
| Q1 2020 | $964,039 | -9.3% | 30,653 | +15.0% | 0.08% | +5.3% |
| Q4 2019 | $1,062,628 | +1728.2% | 26,659 | +1585.1% | 0.08% | +1420.0% |
| Q3 2019 | $58,123 | -98.8% | 1,582 | -98.8% | 0.01% | -98.7% |
| Q2 2019 | $4,663,854 | +8279.9% | 127,917 | +7985.8% | 0.39% | +7760.0% |
| Q1 2019 | $55,655 | +22.5% | 1,582 | +7.6% | 0.01% | -16.7% |
| Q4 2018 | $45,438 | -14.6% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $53,214 | +6.5% | 1,470 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $49,965 | +3.6% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,245 | -1.2% | 1,470 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $48,819 | – | 1,470 | – | 0.01% | – |
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% |