SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,815,842 | +50.9% | 34,594 | +45.0% | 0.01% | +40.0% |
| Q1 2023 | $1,203,091 | -51.7% | 23,857 | -54.7% | 0.01% | -54.5% |
| Q4 2022 | $2,488,594 | +104.5% | 52,624 | +90.7% | 0.01% | +83.3% |
| Q3 2022 | $1,217,000 | -11.9% | 27,601 | -7.2% | 0.01% | 0.0% |
| Q2 2022 | $1,382,000 | -55.2% | 29,737 | -46.5% | 0.01% | -53.8% |
| Q1 2022 | $3,087,000 | +20.0% | 55,537 | +26.1% | 0.01% | +18.2% |
| Q4 2021 | $2,573,000 | +23.4% | 44,029 | +11.9% | 0.01% | +22.2% |
| Q3 2021 | $2,085,000 | -10.8% | 39,348 | -10.8% | 0.01% | -18.2% |
| Q2 2021 | $2,338,000 | +39.7% | 44,131 | +29.7% | 0.01% | +22.2% |
| Q1 2021 | $1,673,000 | -3.4% | 34,017 | -9.4% | 0.01% | -10.0% |
| Q4 2020 | $1,731,000 | +1912.8% | 37,548 | +1683.8% | 0.01% | +900.0% |
| Q3 2020 | $86,000 | – | 2,105 | – | 0.00% | – |
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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% |