SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 548 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $92,125,387 | +7.2% | 1,388,476 | +3.7% | 11.71% | +5.6% |
| Q1 2024 | $85,900,701 | +12.7% | 1,339,060 | +2.7% | 11.09% | +3.1% |
| Q4 2023 | $76,243,306 | +1818.9% | 1,304,419 | +1623.2% | 10.76% | +1624.5% |
| Q3 2023 | $3,973,341 | +1.3% | 75,697 | +5.1% | 0.62% | +4.0% |
| Q2 2023 | $3,922,279 | +23.6% | 72,048 | +14.5% | 0.60% | +6.2% |
| Q1 2023 | $3,174,387 | +9.8% | 62,946 | +3.0% | 0.56% | -2.6% |
| Q4 2022 | $2,891,647 | – | 61,129 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Allworth Financial LP | 14,250,462 | $484,373,000 | 23.17% |
| Shepherd Financial Partners LLC | 2,043,860 | $69,661,000 | 15.67% |
| ARS Wealth Advisors, LLC | 827,659 | $28,132,000 | 10.12% |
| Barber Financial Group, Inc. | 963,960 | $32,765,000 | 9.50% |
| IRON Financial LLC | 468,307 | $15,918,000 | 8.64% |
| Stuart Chaussee & Associates, Inc. | 350,919 | $11,928,000 | 8.03% |
| KEMPER Corp | 425,000 | $14,446,000 | 6.50% |
| Larson Financial Group LLC | 145,383 | $4,942,000 | 5.69% |
| Winch Advisory Services, LLC | 246,258 | $8,370,000 | 4.51% |
| Peterson Wealth Advisors, LLC | 143,960 | $4,893,000 | 3.96% |