SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,831,029 | +32.9% | 34,883 | +37.8% | 0.00% | – |
| Q2 2023 | $1,378,239 | -44.5% | 25,317 | -48.6% | 0.00% | – |
| Q1 2023 | $2,484,852 | +133.3% | 49,274 | +118.8% | 0.00% | – |
| Q4 2022 | $1,065,091 | +6.3% | 22,523 | -0.9% | 0.00% | – |
| Q3 2022 | $1,002,000 | -20.3% | 22,723 | -16.0% | 0.00% | – |
| Q2 2022 | $1,258,000 | +8.6% | 27,056 | +29.9% | 0.00% | – |
| Q1 2022 | $1,158,000 | +8.7% | 20,827 | +14.3% | 0.00% | – |
| Q4 2021 | $1,065,000 | +23.5% | 18,214 | +12.0% | 0.00% | – |
| Q3 2021 | $862,000 | -1.8% | 16,267 | -1.9% | 0.00% | – |
| Q2 2021 | $878,000 | +93.0% | 16,579 | +79.1% | 0.00% | – |
| Q1 2021 | $455,000 | +10.2% | 9,257 | +3.3% | 0.00% | – |
| Q4 2020 | $413,000 | +20.4% | 8,958 | +6.7% | 0.00% | – |
| Q3 2020 | $343,000 | -33.0% | 8,398 | -38.0% | 0.00% | – |
| Q2 2020 | $512,000 | -94.8% | 13,555 | -95.7% | 0.00% | -100.0% |
| Q1 2020 | $9,923,000 | -46.1% | 315,534 | -31.6% | 0.00% | -50.0% |
| Q4 2019 | $18,400,000 | +8.4% | 461,609 | -0.1% | 0.00% | 0.0% |
| Q3 2019 | $16,973,000 | +0.4% | 461,992 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $16,897,000 | +5.7% | 463,435 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $15,993,000 | +6454.5% | 454,592 | +5596.6% | 0.00% | – |
| Q4 2018 | $244,000 | -20.8% | 7,980 | -6.1% | 0.00% | – |
| Q3 2018 | $308,000 | +4.8% | 8,499 | -1.6% | 0.00% | – |
| Q2 2018 | $294,000 | +39.3% | 8,641 | +525.3% | 0.00% | – |
| Q4 2015 | $211,000 | – | 1,382 | – | 0.00% | – |
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% |