SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,479 | -3.6% | 1,076 | 0.0% | 0.00% | – |
| Q2 2023 | $58,577 | -45.5% | 1,076 | -49.5% | 0.00% | – |
| Q1 2023 | $107,416 | +62.7% | 2,130 | +52.6% | 0.00% | – |
| Q4 2022 | $66,017 | +6.5% | 1,396 | 0.0% | 0.00% | – |
| Q3 2022 | $62,000 | +10.7% | 1,396 | +16.5% | 0.00% | – |
| Q2 2022 | $56,000 | -16.4% | 1,198 | 0.0% | 0.00% | – |
| Q1 2022 | $67,000 | -4.3% | 1,198 | 0.0% | 0.00% | – |
| Q4 2021 | $70,000 | +11.1% | 1,198 | 0.0% | 0.00% | – |
| Q3 2021 | $63,000 | -46.6% | 1,198 | -46.4% | 0.00% | -100.0% |
| Q2 2021 | $118,000 | +7.3% | 2,237 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $110,000 | +6.8% | 2,237 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $103,000 | -13.4% | 2,237 | -22.9% | 0.00% | 0.0% |
| Q3 2020 | $119,000 | +8.2% | 2,900 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $110,000 | -38.2% | 2,900 | -48.9% | 0.00% | 0.0% |
| Q1 2020 | $178,000 | +42.4% | 5,670 | +80.5% | 0.00% | 0.0% |
| Q4 2019 | $125,000 | +8.7% | 3,141 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $115,000 | +422.7% | 3,141 | +423.5% | 0.00% | – |
| Q2 2019 | $22,000 | +4.8% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $21,000 | +10.5% | 600 | 0.0% | 0.00% | – |
| Q4 2018 | $19,000 | -13.6% | 600 | 0.0% | 0.00% | – |
| Q3 2018 | $22,000 | +10.0% | 600 | 0.0% | 0.00% | – |
| Q2 2018 | $20,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2018 | $20,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2017 | $20,000 | +5.3% | 600 | +500.0% | 0.00% | – |
| Q3 2017 | $19,000 | +5.6% | 100 | 0.0% | 0.00% | – |
| Q2 2017 | $18,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2017 | $18,000 | +5.9% | 100 | 0.0% | 0.00% | – |
| Q4 2016 | $17,000 | +6.2% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $16,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2016 | $16,000 | +6.7% | 100 | 0.0% | 0.00% | – |
| Q1 2016 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2015 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | – |
| Q3 2015 | $14,000 | -12.5% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $16,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $16,000 | +6.7% | 100 | 0.0% | 0.00% | – |
| Q4 2014 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2014 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2014 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | – |
| Q1 2014 | $14,000 | – | 100 | – | 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% |