SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 497 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,110,901 | +3.4% | 92,101 | +0.0% | 4.77% | +7.9% |
| Q1 2024 | $5,908,154 | +10.6% | 92,099 | +0.8% | 4.42% | +2.6% |
| Q4 2023 | $5,343,079 | +13.0% | 91,413 | +1.4% | 4.31% | -3.4% |
| Q3 2023 | $4,730,393 | -1.8% | 90,120 | +1.8% | 4.46% | +1.2% |
| Q2 2023 | $4,819,547 | +9.9% | 88,530 | +1.8% | 4.41% | +1.9% |
| Q1 2023 | $4,384,301 | +6.0% | 86,938 | -0.6% | 4.32% | +0.4% |
| Q4 2022 | $4,134,635 | – | 87,431 | – | 4.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
| Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
| Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
| Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
| Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
| Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
| Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
| Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
| Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |