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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $71,000 | +20.3% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $59,000 | +90.3% | 1,880 | +142.3% | 0.00% | – |
| Q4 2019 | $31,000 | +6.9% | 776 | 0.0% | 0.00% | – |
| Q3 2019 | $29,000 | +3.6% | 776 | -0.3% | 0.00% | – |
| Q2 2019 | $28,000 | +3.7% | 778 | +0.3% | 0.00% | – |
| Q1 2019 | $27,000 | -46.0% | 776 | -51.9% | 0.00% | -100.0% |
| Q4 2018 | $50,000 | -13.8% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $58,000 | – | 1,614 | – | 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% |