SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,026 | -45.9% | 19,543 | -44.0% | 0.00% | -50.0% |
| Q2 2023 | $1,898 | +29.6% | 34,869 | +20.1% | 0.01% | +14.3% |
| Q1 2023 | $1,464 | +15.4% | 29,037 | +8.2% | 0.01% | +16.7% |
| Q4 2022 | $1,269 | -99.7% | 26,842 | +194.9% | 0.01% | +200.0% |
| Q3 2022 | $402,000 | -1.7% | 9,103 | +3.5% | 0.00% | -33.3% |
| Q2 2022 | $409,000 | -66.6% | 8,792 | -60.1% | 0.00% | -57.1% |
| Q1 2022 | $1,226,000 | +19.6% | 22,052 | +25.8% | 0.01% | +16.7% |
| Q4 2021 | $1,025,000 | +156.2% | 17,536 | +132.5% | 0.01% | +100.0% |
| Q3 2021 | $400,000 | -16.5% | 7,543 | -16.6% | 0.00% | -25.0% |
| Q2 2021 | $479,000 | – | 9,046 | – | 0.00% | – |
Download | ||||||
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% |