SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 497 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,395,067 | +6.6% | 21,026 | +3.0% | 0.72% | -7.6% |
| Q1 2024 | $1,308,958 | +10.1% | 20,405 | +0.3% | 0.78% | -5.8% |
| Q4 2023 | $1,188,924 | +9.5% | 20,341 | -1.7% | 0.83% | -5.2% |
| Q3 2023 | $1,086,173 | +2.1% | 20,693 | +5.9% | 0.87% | +6.0% |
| Q2 2023 | $1,063,708 | +8.5% | 19,539 | +0.5% | 0.82% | +0.1% |
| Q1 2023 | $980,754 | +7.8% | 19,448 | +1.1% | 0.82% | +2.1% |
| Q4 2022 | $909,807 | – | 19,239 | – | 0.80% | – |
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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% |