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 | $1,935,384 | -12.7% | 36,871 | -9.5% | 0.01% | 0.0% |
| Q2 2023 | $2,217,846 | +2.1% | 40,739 | -5.4% | 0.01% | 0.0% |
| Q1 2023 | $2,172,266 | -58.1% | 43,075 | -57.1% | 0.01% | -20.0% |
| Q4 2022 | $5,187,697 | +144.4% | 100,429 | +108.6% | 0.01% | +11.1% |
| Q3 2022 | $2,123,000 | +2848.6% | 48,138 | -3.4% | 0.01% | – |
| Q2 2022 | $72,000 | – | 49,823 | – | 0.00% | – |
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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% |