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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $444,000 | -6.5% | 9,560 | +11.7% | 0.06% | +12.7% |
| Q1 2022 | $475,000 | +5.8% | 8,560 | +11.4% | 0.06% | +14.6% |
| Q4 2021 | $449,000 | +12.5% | 7,685 | +2.0% | 0.05% | +2.1% |
| Q3 2021 | $399,000 | +1.0% | 7,535 | +0.9% | 0.05% | +4.4% |
| Q2 2021 | $395,000 | +12.5% | 7,465 | +4.4% | 0.04% | +2.3% |
| Q1 2021 | $351,000 | +9.0% | 7,150 | +2.1% | 0.04% | +2.3% |
| Q4 2020 | $322,000 | +12.6% | 7,000 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $286,000 | +8.7% | 7,000 | +0.3% | 0.04% | 0.0% |
| Q2 2020 | $263,000 | +22.9% | 6,980 | +2.2% | 0.04% | +2.4% |
| Q1 2020 | $214,000 | -21.3% | 6,830 | 0.0% | 0.04% | +5.1% |
| Q4 2019 | $272,000 | +8.8% | 6,830 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $250,000 | +16.3% | 6,830 | +15.6% | 0.04% | +18.8% |
| Q2 2019 | $215,000 | +4.4% | 5,910 | +0.9% | 0.03% | +3.2% |
| Q1 2019 | $206,000 | – | 5,860 | – | 0.03% | – |
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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% |