SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $745,000 | 0.0% | 14,056 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $745,000 | +7.3% | 14,056 | -0.4% | 0.16% | -1.2% |
| Q1 2021 | $694,000 | +2.1% | 14,116 | -4.3% | 0.16% | -4.7% |
| Q4 2020 | $680,000 | +11.8% | 14,754 | -0.8% | 0.17% | -1.2% |
| Q3 2020 | $608,000 | +8.4% | 14,879 | +0.2% | 0.17% | -1.7% |
| Q2 2020 | $561,000 | +20.9% | 14,849 | +0.6% | 0.17% | -8.9% |
| Q1 2020 | $464,000 | -18.3% | 14,767 | +3.6% | 0.19% | +3.8% |
| Q4 2019 | $568,000 | +8.4% | 14,253 | 0.0% | 0.18% | +5.1% |
| Q3 2019 | $524,000 | -0.4% | 14,253 | -1.2% | 0.18% | -3.8% |
| Q2 2019 | $526,000 | -0.2% | 14,432 | +0.5% | 0.18% | +1.1% |
| Q1 2019 | $527,000 | +24.0% | 14,364 | -1.4% | 0.18% | +16.9% |
| Q4 2018 | $425,000 | -19.7% | 14,575 | -0.2% | 0.15% | -4.3% |
| Q3 2018 | $529,000 | +2.9% | 14,605 | -3.4% | 0.16% | -65.5% |
| Q2 2018 | $514,000 | +0.6% | 15,120 | -2.9% | 0.47% | -2.9% |
| Q1 2018 | $511,000 | -7.8% | 15,564 | -6.7% | 0.48% | -10.4% |
| Q4 2017 | $554,000 | +0.9% | 16,686 | +471.4% | 0.54% | -4.1% |
| Q3 2017 | $549,000 | +5.4% | 2,920 | +1.4% | 0.56% | +2.8% |
| Q2 2017 | $521,000 | -3.9% | 2,879 | -6.4% | 0.54% | -8.9% |
| Q1 2017 | $542,000 | -9.2% | 3,076 | -13.8% | 0.60% | -16.2% |
| Q4 2016 | $597,000 | -8.7% | 3,569 | -11.7% | 0.71% | -6.8% |
| Q3 2016 | $654,000 | +4.1% | 4,041 | -0.2% | 0.76% | +2.0% |
| Q2 2016 | $628,000 | +5.0% | 4,050 | +3.4% | 0.75% | +4.8% |
| Q1 2016 | $598,000 | -0.7% | 3,916 | -1.1% | 0.72% | -6.0% |
| Q4 2015 | $602,000 | +4.5% | 3,959 | -2.2% | 0.76% | -6.2% |
| Q3 2015 | $576,000 | -9.9% | 4,050 | -1.5% | 0.81% | +10.2% |
| Q2 2015 | $639,000 | +0.8% | 4,111 | +0.9% | 0.74% | +7.3% |
| Q1 2015 | $634,000 | +1.9% | 4,073 | +1.3% | 0.69% | +6.7% |
| Q4 2014 | $622,000 | -89.5% | 4,022 | 0.0% | 0.64% | +5.1% |
| Q3 2014 | $5,946,000 | +916.4% | 4,022 | +1.7% | 0.61% | +9.5% |
| Q2 2014 | $585,000 | +7.9% | 3,955 | +3.2% | 0.56% | +3.3% |
| Q1 2014 | $542,000 | -1.5% | 3,831 | -2.9% | 0.54% | -2.0% |
| Q4 2013 | $550,000 | +11.1% | 3,944 | +1.3% | 0.55% | +10.2% |
| Q3 2013 | $495,000 | -96.8% | 3,895 | -98.1% | 0.50% | -96.4% |
| Q2 2013 | $15,253,000 | – | 201,918 | – | 13.81% | – |
Download | ||||||
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% |