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 | $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 | 1,822,678 | $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% |