SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,360 | -12.6% | 178,321 | -9.4% | 0.02% | -13.6% |
| Q2 2023 | $10,710 | +9.5% | 196,738 | +1.4% | 0.02% | +4.8% |
| Q1 2023 | $9,783 | +4.5% | 193,996 | -2.0% | 0.02% | -8.7% |
| Q4 2022 | $9,361 | -99.9% | 197,969 | +12.2% | 0.02% | +15.0% |
| Q3 2022 | $7,782,000 | +5.4% | 176,437 | +11.1% | 0.02% | +5.3% |
| Q2 2022 | $7,380,000 | -1.7% | 158,789 | +17.6% | 0.02% | +11.8% |
| Q1 2022 | $7,504,000 | +166.2% | 135,029 | +179.9% | 0.02% | +183.3% |
| Q4 2021 | $2,819,000 | +2.7% | 48,245 | -6.9% | 0.01% | -14.3% |
| Q3 2021 | $2,746,000 | +7.9% | 51,831 | +7.9% | 0.01% | +16.7% |
| Q2 2021 | $2,544,000 | +16.5% | 48,038 | +8.2% | 0.01% | 0.0% |
| Q1 2021 | $2,183,000 | -9.6% | 44,398 | -15.3% | 0.01% | -14.3% |
| Q4 2020 | $2,414,000 | +28.1% | 52,390 | +13.6% | 0.01% | +16.7% |
| Q3 2020 | $1,885,000 | +9.4% | 46,105 | +1.1% | 0.01% | -14.3% |
| Q2 2020 | $1,723,000 | +12.1% | 45,608 | -6.7% | 0.01% | 0.0% |
| Q1 2020 | $1,537,000 | -24.7% | 48,891 | -4.5% | 0.01% | -12.5% |
| Q4 2019 | $2,040,000 | -2.6% | 51,193 | -10.2% | 0.01% | -11.1% |
| Q3 2019 | $2,095,000 | +15.8% | 57,028 | +14.9% | 0.01% | +12.5% |
| Q2 2019 | $1,809,000 | +10.0% | 49,636 | +6.2% | 0.01% | 0.0% |
| Q1 2019 | $1,644,000 | +17.9% | 46,733 | +3.6% | 0.01% | +14.3% |
| Q4 2018 | $1,394,000 | -60.2% | 45,113 | -53.4% | 0.01% | -58.8% |
| Q3 2018 | $3,501,000 | +190.1% | 96,726 | +172.3% | 0.02% | +183.3% |
| Q2 2018 | $1,207,000 | +4.0% | 35,518 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $1,161,000 | +19.4% | 35,394 | +21.0% | 0.01% | +20.0% |
| Q4 2017 | $972,000 | – | 29,260 | – | 0.01% | – |
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% |