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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,301 | -9.4% | 577,270 | -6.1% | 0.47% | -11.3% |
| Q2 2023 | $33,454 | -6.2% | 614,519 | -13.1% | 0.53% | -13.5% |
| Q1 2023 | $35,661 | -99.9% | 707,135 | -6.0% | 0.61% | -3.0% |
| Q4 2022 | $35,571,000 | -99.9% | 752,194 | +2.8% | 0.63% | -1.7% |
| Q3 2022 | $32,279,000,000 | +102457.7% | 731,792 | +8.1% | 0.64% | +5.4% |
| Q2 2022 | $31,474,000 | -11.5% | 677,144 | +5.8% | 0.61% | -2.2% |
| Q1 2022 | $35,556,000 | -99.9% | 639,721 | +6.0% | 0.62% | +0.2% |
| Q4 2021 | $35,265,000,000 | +118306.5% | 603,329 | +7.3% | 0.62% | +4.2% |
| Q3 2021 | $29,783,000 | +7.0% | 562,046 | +7.0% | 0.60% | +1.4% |
| Q2 2021 | $27,824,000 | +18.5% | 525,277 | +10.0% | 0.59% | +3.5% |
| Q1 2021 | $23,490,000 | – | 477,545 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |