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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $7,612,000 | -29.6% | 165,148 | -37.5% | 6.41% | -28.5% |
| Q3 2020 | $10,805,000 | -16.8% | 264,253 | -23.1% | 8.97% | -19.7% |
| Q2 2020 | $12,983,000 | +12.5% | 343,651 | -6.4% | 11.17% | -15.7% |
| Q1 2020 | $11,544,000 | -26.1% | 367,057 | -6.4% | 13.24% | +7.4% |
| Q4 2019 | $15,629,000 | +29.5% | 392,090 | +19.4% | 12.33% | +14.6% |
| Q3 2019 | $12,069,000 | +3.3% | 328,487 | +2.5% | 10.76% | +7.8% |
| Q2 2019 | $11,683,000 | +1598.1% | 320,424 | +1537.4% | 9.98% | +1459.8% |
| Q1 2019 | $688,000 | +53.2% | 19,569 | +34.8% | 0.64% | +32.8% |
| Q4 2018 | $449,000 | +11.7% | 14,517 | +30.6% | 0.48% | +34.6% |
| Q3 2018 | $402,000 | – | 11,112 | – | 0.36% | – |
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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% |