SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840 | -22.9% | 16 | -20.0% | 0.00% | – |
| Q2 2023 | $1,089 | +44.0% | 20 | +33.3% | 0.00% | – |
| Q1 2023 | $756 | -99.8% | 15 | -99.8% | 0.00% | – |
| Q4 2022 | $338,313 | – | 7,154 | +357600.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -94.6% | 0.00% | – |
| Q2 2022 | $2,000 | +100.0% | 37 | +60.9% | 0.00% | – |
| Q1 2022 | $1,000 | -85.7% | 23 | -81.6% | 0.00% | – |
| Q2 2021 | $7,000 | -73.1% | 125 | -76.2% | 0.00% | – |
| Q1 2021 | $26,000 | +333.3% | 525 | +320.0% | 0.00% | – |
| Q4 2020 | $6,000 | -40.0% | 125 | -50.0% | 0.00% | – |
| Q3 2020 | $10,000 | -9.1% | 250 | -10.1% | 0.00% | – |
| Q2 2020 | $11,000 | +37.5% | 278 | +11.2% | 0.00% | – |
| Q1 2020 | $8,000 | -20.0% | 250 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 250 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 250 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -38.5% | 250 | -28.6% | 0.00% | – |
| Q3 2018 | $13,000 | -89.8% | 350 | -90.7% | 0.00% | – |
| Q2 2018 | $128,000 | +2.4% | 3,757 | -1.1% | 0.00% | – |
| Q1 2018 | $125,000 | +4066.7% | 3,800 | +3858.3% | 0.00% | – |
| Q4 2017 | $3,000 | -96.4% | 96 | -80.8% | 0.00% | – |
| Q4 2016 | $84,000 | +425.0% | 500 | +400.0% | 0.00% | – |
| Q3 2016 | $16,000 | -65.2% | 100 | -66.7% | 0.00% | – |
| Q1 2016 | $46,000 | -13.2% | 300 | -13.5% | 0.00% | – |
| Q4 2015 | $53,000 | 0.0% | 347 | -7.0% | 0.00% | – |
| Q3 2015 | $53,000 | +15.2% | 373 | +24.3% | 0.00% | – |
| Q2 2015 | $46,000 | +253.8% | 300 | +248.8% | 0.00% | – |
| Q1 2015 | $13,000 | – | 86 | – | 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% |