SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,089 | +5.0% | 135,050 | +8.9% | 1.00% | +9.5% |
| Q2 2023 | $6,753 | +7.9% | 124,050 | 0.0% | 0.92% | +3.3% |
| Q1 2023 | $6,256 | -21.0% | 124,050 | -25.9% | 0.89% | -28.2% |
| Q4 2022 | $7,917 | -99.9% | 167,413 | 0.0% | 1.24% | +1.7% |
| Q3 2022 | $7,385,000 | -5.1% | 167,413 | 0.0% | 1.22% | +1.5% |
| Q2 2022 | $7,781,000 | -46.7% | 167,413 | -36.2% | 1.20% | -31.6% |
| Q1 2022 | $14,585,000 | -4.9% | 262,413 | 0.0% | 1.75% | -6.5% |
| Q4 2021 | $15,338,000 | +10.3% | 262,413 | 0.0% | 1.88% | -14.1% |
| Q3 2021 | $13,905,000 | -50.0% | 262,413 | -50.0% | 2.18% | +3.6% |
| Q2 2021 | $27,800,000 | +78.6% | 524,826 | +65.9% | 2.11% | -23.7% |
| Q1 2021 | $15,564,000 | -1.7% | 316,413 | -7.9% | 2.76% | -0.2% |
| Q4 2020 | $15,837,000 | +29.4% | 343,600 | +14.8% | 2.77% | +9.8% |
| Q3 2020 | $12,236,000 | +8.2% | 299,250 | 0.0% | 2.52% | -2.5% |
| Q2 2020 | $11,306,000 | -11.7% | 299,250 | -26.5% | 2.58% | -35.7% |
| Q1 2020 | $12,808,000 | – | 407,250 | – | 4.02% | – |
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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% |