SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $417,209 | +8.2% | 6,288 | +4.6% | 0.00% | – |
Q1 2024 | $385,734 | +9.8% | 6,013 | 0.0% | 0.00% | – |
Q4 2023 | $351,460 | +11.3% | 6,013 | -0.1% | 0.00% | – |
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 | 1,239,688 | $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% |