SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 226 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $971 | -21.4% | 18,500 | -18.5% | 0.00% | 0.0% |
Q2 2023 | $1,236 | +279.1% | 22,700 | +229.0% | 0.00% | – |
Q4 2022 | $326 | -99.9% | 6,900 | -38.9% | 0.00% | -100.0% |
Q3 2022 | $498,000 | -23.4% | 11,300 | -3.4% | 0.00% | 0.0% |
Q1 2022 | $650,000 | -72.7% | 11,700 | -71.3% | 0.00% | -66.7% |
Q4 2021 | $2,385,000 | +83.7% | 40,800 | +66.5% | 0.00% | +50.0% |
Q3 2021 | $1,298,000 | +2.9% | 24,500 | +2.9% | 0.00% | 0.0% |
Q2 2021 | $1,261,000 | +27.5% | 23,800 | +18.4% | 0.00% | +100.0% |
Q1 2021 | $989,000 | +276.0% | 20,100 | +252.6% | 0.00% | – |
Q4 2020 | $263,000 | -17.6% | 5,700 | -26.9% | 0.00% | – |
Q3 2020 | $319,000 | +38.7% | 7,800 | +6.8% | 0.00% | – |
Q1 2020 | $230,000 | -66.9% | 7,300 | -58.0% | 0.00% | -100.0% |
Q4 2019 | $694,000 | +86.6% | 17,400 | +70.6% | 0.00% | – |
Q2 2019 | $372,000 | +60.3% | 10,200 | +54.5% | 0.00% | – |
Q1 2019 | $232,000 | -5.7% | 6,600 | -2.9% | 0.00% | – |
Q3 2018 | $246,000 | -29.1% | 6,800 | -33.3% | 0.00% | – |
Q2 2018 | $347,000 | – | 10,200 | – | 0.00% | – |
Download |
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% |