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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -42.5% | 4,003 | -39.3% | 0.01% | -39.1% |
| Q4 2021 | $386,000 | +21.4% | 6,598 | +10.0% | 0.02% | +4.5% |
| Q3 2021 | $318,000 | 0.0% | 6,000 | 0.0% | 0.02% | +4.8% |
| Q2 2021 | $318,000 | -19.3% | 6,000 | -25.0% | 0.02% | -25.0% |
| Q1 2021 | $394,000 | +6.8% | 8,000 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $369,000 | -43.6% | 8,000 | -50.0% | 0.03% | -50.0% |
| Q3 2020 | $654,000 | +8.3% | 16,000 | 0.0% | 0.06% | +7.4% |
| Q2 2020 | $604,000 | +20.1% | 16,000 | 0.0% | 0.05% | -5.3% |
| Q1 2020 | $503,000 | -21.2% | 16,000 | 0.0% | 0.06% | +14.0% |
| Q4 2019 | $638,000 | – | 16,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |