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 | $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 ↓ |
|---|---|---|---|
| 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% |