SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,618,615 | -4.4% | 202,298 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $11,103,833 | +7.5% | 203,965 | -0.4% | 0.02% | 0.0% |
| Q1 2023 | $10,331,292 | +6.5% | 204,864 | -0.1% | 0.02% | +5.9% |
| Q4 2022 | $9,697,162 | +6.4% | 205,057 | -0.8% | 0.02% | 0.0% |
| Q3 2022 | $9,118,000 | +75.2% | 206,717 | +84.7% | 0.02% | +70.0% |
| Q2 2022 | $5,203,000 | -24.2% | 111,933 | -9.4% | 0.01% | -9.1% |
| Q1 2022 | $6,865,000 | -61.8% | 123,526 | -59.8% | 0.01% | -59.3% |
| Q4 2021 | $17,961,000 | +13.2% | 307,281 | +2.6% | 0.03% | +3.8% |
| Q3 2021 | $15,866,000 | +156.2% | 299,408 | +156.0% | 0.03% | +160.0% |
| Q2 2021 | $6,194,000 | +7.7% | 116,942 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $5,749,000 | +6.2% | 116,874 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $5,414,000 | +152.5% | 117,469 | +124.0% | 0.01% | +100.0% |
| Q3 2020 | $2,144,000 | +9.4% | 52,442 | +1.2% | 0.01% | +25.0% |
| Q2 2020 | $1,959,000 | +17.8% | 51,840 | -1.9% | 0.00% | 0.0% |
| Q1 2020 | $1,663,000 | -83.8% | 52,870 | -79.5% | 0.00% | -81.0% |
| Q4 2019 | $10,265,000 | – | 257,526 | – | 0.02% | – |
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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% |