SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 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 | 1,099,323 | $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% |