SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,641 | -28.5% | 7,747 | -25.8% | 0.07% | -30.6% |
| Q2 2023 | $568,575 | +4.7% | 10,444 | -3.0% | 0.10% | -8.4% |
| Q1 2023 | $543,214 | +2.7% | 10,772 | -3.7% | 0.11% | -13.0% |
| Q4 2022 | $528,796 | +3.7% | 11,182 | -3.3% | 0.12% | -24.5% |
| Q3 2022 | $509,820 | -4.9% | 11,558 | +0.2% | 0.16% | -35.1% |
| Q2 2022 | $536,236 | -39.0% | 11,537 | -27.1% | 0.25% | -40.4% |
| Q1 2022 | $879,760 | -20.9% | 15,829 | -16.8% | 0.42% | -14.8% |
| Q4 2021 | $1,111,731 | – | 19,020 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,099,323 | $51,986,962 | 35.19% |
| Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
| Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
| Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
| Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
| Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
| Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
| Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
| VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
| Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |