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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $490,000 | -81.8% | 8,820 | -82.6% | 0.00% | -100.0% |
| Q3 2021 | $2,691,000 | -0.2% | 50,788 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $2,696,000 | +7.4% | 50,894 | -0.3% | 0.00% | +100.0% |
| Q1 2021 | $2,510,000 | +1.2% | 51,023 | -5.2% | 0.00% | -50.0% |
| Q4 2020 | $2,481,000 | +21.1% | 53,829 | +7.4% | 0.00% | +100.0% |
| Q3 2020 | $2,049,000 | +3.2% | 50,119 | -4.7% | 0.00% | -50.0% |
| Q2 2020 | $1,986,000 | -21.8% | 52,580 | -34.9% | 0.00% | 0.0% |
| Q1 2020 | $2,539,000 | -97.6% | 80,747 | -96.9% | 0.00% | -97.4% |
| Q4 2019 | $104,088,000 | +7.6% | 2,611,349 | -0.8% | 0.08% | -2.6% |
| Q3 2019 | $96,730,000 | -6.0% | 2,632,816 | -6.7% | 0.08% | -8.2% |
| Q2 2019 | $102,887,000 | +3.5% | 2,821,903 | -0.1% | 0.08% | -1.2% |
| Q1 2019 | $99,363,000 | +15.5% | 2,824,422 | +1.5% | 0.09% | +1.2% |
| Q4 2018 | $86,008,000 | – | 2,782,517 | – | 0.08% | – |
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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% |