SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,595 | -3.6% | 5,460 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $297,242 | +8.0% | 5,460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $275,347 | +6.6% | 5,460 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $258,203 | +26.6% | 5,460 | +18.2% | 0.00% | 0.0% |
| Q3 2022 | $204,000 | -5.1% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $215,000 | -16.3% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $257,000 | -4.8% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $270,000 | +10.2% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $245,000 | 0.0% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $245,000 | +7.9% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $227,000 | +6.6% | 4,620 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $213,000 | – | 4,620 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |