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 | $837,271 | -12.7% | 12,619 | -15.6% | 0.00% | – |
| Q1 2024 | $958,978 | -14.7% | 14,949 | -22.3% | 0.00% | -100.0% |
| Q4 2023 | $1,124,754 | +43.6% | 19,243 | +29.0% | 0.00% | – |
| Q3 2023 | $783,151 | +6917.5% | 14,920 | +7178.0% | 0.00% | – |
| Q2 2023 | $11,160 | +8.0% | 205 | 0.0% | 0.00% | – |
| Q1 2023 | $10,338 | +6.6% | 205 | 0.0% | 0.00% | – |
| Q4 2022 | $9,694 | +7.7% | 205 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 205 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -9.1% | 205 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 205 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 205 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +10.0% | 205 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | – | 205 | – | 0.00% | – |
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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% |