SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,219 | -9.6% | 5,510 | -6.3% | 0.12% | -9.0% |
| Q2 2023 | $320,094 | -34.3% | 5,880 | -39.2% | 0.13% | -38.0% |
| Q1 2023 | $487,452 | -0.9% | 9,666 | -7.0% | 0.22% | -11.1% |
| Q4 2022 | $491,636 | -10.8% | 10,396 | -16.8% | 0.24% | -13.2% |
| Q3 2022 | $550,976 | -7.2% | 12,491 | -2.2% | 0.28% | -6.0% |
| Q2 2022 | $593,787 | -7.5% | 12,775 | +10.6% | 0.30% | -13.1% |
| Q1 2022 | $642,224 | -10.9% | 11,555 | -6.3% | 0.34% | -44.6% |
| Q4 2021 | $720,605 | +5.5% | 12,329 | -4.3% | 0.62% | -8.3% |
| Q3 2021 | $682,884 | -0.4% | 12,887 | -0.4% | 0.68% | -6.4% |
| Q2 2021 | $685,357 | – | 12,939 | – | 0.72% | – |
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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% |