SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,570 | -6.0% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $163,320 | +8.0% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $151,290 | -84.8% | 3,000 | -85.7% | 0.00% | -83.3% |
| Q4 2022 | $994,603 | +7.2% | 21,032 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $928,000 | +24.1% | 21,032 | +30.8% | 0.02% | +35.7% |
| Q2 2022 | $748,000 | -16.3% | 16,084 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $894,000 | -4.9% | 16,084 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $940,000 | +10.3% | 16,084 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $852,000 | +9.1% | 16,084 | +1.3% | 0.02% | +7.1% |
| Q1 2021 | $781,000 | +0.5% | 15,875 | -5.8% | 0.01% | -6.7% |
| Q4 2020 | $777,000 | +17.2% | 16,852 | +3.9% | 0.02% | 0.0% |
| Q3 2020 | $663,000 | -2.9% | 16,217 | -10.2% | 0.02% | -6.2% |
| Q2 2020 | $683,000 | +35.2% | 18,058 | +12.5% | 0.02% | +6.7% |
| Q1 2020 | $505,000 | -21.1% | 16,058 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $640,000 | +8.5% | 16,058 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $590,000 | +0.9% | 16,058 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $585,000 | +6.9% | 16,058 | +3.1% | 0.01% | +7.7% |
| Q1 2019 | $547,000 | +11.6% | 15,569 | -1.8% | 0.01% | -7.1% |
| Q4 2018 | $490,000 | -2.2% | 15,849 | +14.5% | 0.01% | +7.7% |
| Q3 2018 | $501,000 | +101.2% | 13,847 | +89.2% | 0.01% | +85.7% |
| Q2 2018 | $249,000 | +3.8% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $240,000 | +155.3% | 7,320 | +1364.0% | 0.01% | +133.3% |
| Q3 2017 | $94,000 | – | 500 | – | 0.00% | – |
Download | ||||||
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% |