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 2023 | $1,399,202 | -4.3% | 26,657 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $1,462,311 | +31.5% | 26,861 | +21.9% | 0.00% | 0.0% |
| Q1 2023 | $1,111,688 | +1.2% | 22,044 | -5.1% | 0.00% | 0.0% |
| Q4 2022 | $1,098,973 | +36.3% | 23,239 | +27.3% | 0.00% | +100.0% |
| Q3 2022 | $806,000 | +13.0% | 18,261 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $713,000 | +4.4% | 15,359 | +24.8% | 0.00% | 0.0% |
| Q1 2022 | $683,000 | -3.9% | 12,303 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $711,000 | +63.1% | 12,153 | +47.6% | 0.00% | 0.0% |
| Q3 2021 | $436,000 | +847.8% | 8,231 | +856.0% | 0.00% | – |
| Q2 2021 | $46,000 | +4.5% | 861 | -3.3% | 0.00% | – |
| Q1 2021 | $44,000 | -25.4% | 890 | -30.1% | 0.00% | – |
| Q4 2020 | $59,000 | +55.3% | 1,274 | +38.2% | 0.00% | – |
| Q3 2020 | $38,000 | +137.5% | 922 | +120.0% | 0.00% | – |
| Q2 2020 | $16,000 | -65.2% | 419 | -71.2% | 0.00% | – |
| Q1 2020 | $46,000 | +1050.0% | 1,453 | +1551.1% | 0.00% | – |
| Q4 2019 | $4,000 | -89.5% | 88 | -91.5% | 0.00% | – |
| Q3 2019 | $38,000 | +8.6% | 1,041 | +8.8% | 0.00% | – |
| Q2 2019 | $35,000 | +1650.0% | 957 | +1443.5% | 0.00% | – |
| Q1 2019 | $2,000 | -92.3% | 62 | -91.9% | 0.00% | – |
| Q4 2017 | $26,000 | +8.3% | 768 | +500.0% | 0.00% | – |
| Q3 2017 | $24,000 | +4.3% | 128 | 0.0% | 0.00% | – |
| Q2 2017 | $23,000 | – | 128 | – | 0.00% | – |
Download | ||||||
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% |