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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |