SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,461 | -5.3% | 65,929 | -1.7% | 0.49% | 0.0% |
Q2 2023 | $3,653 | +4.4% | 67,094 | -3.3% | 0.49% | +0.4% |
Q1 2023 | $3,500 | +6.6% | 69,404 | 0.0% | 0.49% | +2.1% |
Q4 2022 | $3,282 | -99.9% | 69,404 | -2.5% | 0.48% | -1.0% |
Q3 2022 | $3,141,000 | -2.9% | 71,219 | +2.3% | 0.48% | +2.6% |
Q2 2022 | $3,236,000 | +0.8% | 69,613 | +20.6% | 0.47% | +10.6% |
Q1 2022 | $3,209,000 | -4.9% | 57,743 | 0.0% | 0.42% | -5.8% |
Q4 2021 | $3,375,000 | +4.9% | 57,743 | -4.9% | 0.45% | -7.2% |
Q3 2021 | $3,217,000 | +0.0% | 60,707 | 0.0% | 0.48% | -1.2% |
Q2 2021 | $3,216,000 | +4.9% | 60,707 | -2.6% | 0.49% | -1.2% |
Q1 2021 | $3,065,000 | +1.5% | 62,317 | -4.9% | 0.50% | -2.4% |
Q4 2020 | $3,021,000 | +5.7% | 65,542 | -6.2% | 0.51% | -8.1% |
Q3 2020 | $2,858,000 | +8.2% | 69,907 | 0.0% | 0.55% | +2.2% |
Q2 2020 | $2,641,000 | +20.1% | 69,907 | 0.0% | 0.54% | 0.0% |
Q1 2020 | $2,199,000 | -19.2% | 69,907 | +2.3% | 0.54% | +0.7% |
Q4 2019 | $2,723,000 | +10.3% | 68,322 | +1.7% | 0.54% | +2.5% |
Q3 2019 | $2,469,000 | +5.2% | 67,212 | +4.4% | 0.52% | -1.9% |
Q2 2019 | $2,347,000 | +3.7% | 64,365 | 0.0% | 0.54% | +3.1% |
Q1 2019 | $2,264,000 | +13.8% | 64,365 | 0.0% | 0.52% | -0.4% |
Q4 2018 | $1,990,000 | -14.6% | 64,365 | 0.0% | 0.52% | -2.1% |
Q3 2018 | $2,330,000 | – | 64,365 | – | 0.53% | – |
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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% |