SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,415 | -74.7% | 46 | -73.7% | 0.00% | -100.0% |
Q2 2023 | $9,527 | +16.6% | 175 | +8.0% | 0.00% | 0.0% |
Q1 2023 | $8,170 | +6.6% | 162 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,661 | -48.9% | 162 | -51.9% | 0.00% | -50.0% |
Q3 2022 | $15,000 | -77.9% | 337 | -76.9% | 0.00% | -81.8% |
Q2 2022 | $68,000 | -12.8% | 1,459 | +3.8% | 0.01% | -8.3% |
Q1 2022 | $78,000 | 0.0% | 1,405 | +4.7% | 0.01% | 0.0% |
Q4 2021 | $78,000 | +23.8% | 1,342 | +12.2% | 0.01% | +20.0% |
Q3 2021 | $63,000 | +8.6% | 1,196 | +9.0% | 0.01% | 0.0% |
Q2 2021 | $58,000 | +1833.3% | 1,097 | +1562.1% | 0.01% | +900.0% |
Q1 2021 | $3,000 | – | 66 | – | 0.00% | – |
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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% |