SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 497 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,964,028 | +1.0% | 29,601 | -2.4% | 0.09% | -5.3% |
| Q1 2024 | $1,945,349 | +9.2% | 30,325 | -0.5% | 0.10% | 0.0% |
| Q4 2023 | $1,781,147 | +10.2% | 30,473 | -1.1% | 0.10% | +2.2% |
| Q3 2023 | $1,616,531 | -4.8% | 30,797 | -1.3% | 0.09% | 0.0% |
| Q2 2023 | $1,698,475 | -2.9% | 31,199 | -10.0% | 0.09% | -7.9% |
| Q1 2023 | $1,748,509 | -8.6% | 34,672 | -14.2% | 0.10% | -13.7% |
| Q4 2022 | $1,912,031 | – | 40,432 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
| Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
| Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
| Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
| Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
| Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
| Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
| Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
| Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |