SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,360 | -2.4% | 5,256 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $283,193 | +8.3% | 5,256 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $261,486 | +5.2% | 5,256 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $248,556 | +5.8% | 5,256 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $235,000 | -4.5% | 5,256 | 0.0% | 0.02% | -4.3% |
| Q2 2022 | $246,000 | -16.9% | 5,256 | 0.0% | 0.02% | -11.5% |
| Q1 2022 | $296,000 | – | 5,256 | – | 0.03% | – |
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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% |