SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,254,317 | -30.7% | 23,896 | -28.1% | 0.06% | -30.0% |
| Q2 2023 | $1,809,604 | +5.5% | 33,240 | -2.3% | 0.09% | -4.3% |
| Q1 2023 | $1,715,920 | +9.7% | 34,026 | +2.9% | 0.09% | -1.1% |
| Q4 2022 | $1,564,481 | +5.2% | 33,083 | +3.4% | 0.10% | -5.0% |
| Q3 2022 | $1,487,000 | 0.0% | 31,985 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $1,487,000 | -35.0% | 31,985 | -18.3% | 0.10% | -26.5% |
| Q4 2021 | $2,287,000 | -53.5% | 39,136 | -57.9% | 0.14% | -13.4% |
| Q3 2021 | $4,923,000 | -2.0% | 92,910 | -2.0% | 0.16% | -1.9% |
| Q2 2021 | $5,022,000 | -51.4% | 94,807 | -54.9% | 0.16% | -57.0% |
| Q1 2021 | $10,332,000 | – | 210,035 | – | 0.37% | – |
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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% |