SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
---|---|---|---|
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% |