SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,563,243 | +2.6% | 283,375 | -7.9% | 4.37% | -9.5% |
| Q3 2023 | $16,149,181 | -5.4% | 307,662 | -1.9% | 4.83% | -4.8% |
| Q2 2023 | $17,072,206 | +4.1% | 313,597 | -3.5% | 5.08% | -5.2% |
| Q1 2023 | $16,392,845 | -5.8% | 325,061 | -11.6% | 5.36% | -14.8% |
| Q4 2022 | $17,395,000 | – | 367,832 | – | 6.28% | – |
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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% |