SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,885 | +609.3% | 6,018 | +635.7% | 0.00% | – |
| Q2 2023 | $44,532 | +8.0% | 818 | 0.0% | 0.00% | – |
| Q1 2023 | $41,252 | -31.5% | 818 | -35.7% | 0.00% | – |
| Q4 2022 | $60,200 | +50.5% | 1,273 | +39.3% | 0.00% | – |
| Q3 2022 | $40,000 | -34.4% | 914 | -30.6% | 0.00% | – |
| Q2 2022 | $61,000 | -14.1% | 1,317 | +2.6% | 0.00% | – |
| Q1 2022 | $71,000 | -74.2% | 1,284 | -72.8% | 0.00% | – |
| Q4 2021 | $275,000 | +10.0% | 4,718 | -0.2% | 0.00% | – |
| Q3 2021 | $250,000 | +25.0% | 4,728 | +24.9% | 0.00% | – |
| Q2 2021 | $200,000 | +7.0% | 3,785 | 0.0% | 0.00% | – |
| Q1 2021 | $187,000 | +103.3% | 3,785 | +90.7% | 0.00% | – |
| Q4 2020 | $92,000 | +12.2% | 1,985 | 0.0% | 0.00% | – |
| Q3 2020 | $82,000 | +173.3% | 1,985 | +152.9% | 0.00% | – |
| Q2 2020 | $30,000 | +20.0% | 785 | 0.0% | 0.00% | – |
| Q1 2020 | $25,000 | -19.4% | 785 | 0.0% | 0.00% | – |
| Q4 2019 | $31,000 | +6.9% | 785 | 0.0% | 0.00% | – |
| Q3 2019 | $29,000 | -75.6% | 785 | -76.0% | 0.00% | – |
| Q2 2019 | $119,000 | +1600.0% | 3,272 | +1631.2% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 189 | +0.5% | 0.00% | – |
| Q4 2018 | $6,000 | -96.7% | 188 | -96.2% | 0.00% | – |
| Q3 2018 | $181,000 | +2916.7% | 5,004 | +2590.3% | 0.00% | – |
| Q2 2018 | $6,000 | -64.7% | 186 | -64.6% | 0.00% | – |
| Q1 2018 | $17,000 | – | 526 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |