SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,590,549 | +16.9% | 49,353 | +21.2% | 4.04% | +34.3% |
| Q2 2023 | $2,216,546 | +3.2% | 40,715 | -4.4% | 3.01% | +8.6% |
| Q1 2023 | $2,148,548 | +0.6% | 42,605 | -5.6% | 2.77% | +20.8% |
| Q4 2022 | $2,135,368 | +5.3% | 45,155 | -0.9% | 2.29% | +3.0% |
| Q3 2022 | $2,028,000 | -1.3% | 45,549 | +2.6% | 2.23% | +2.5% |
| Q2 2022 | $2,054,000 | -19.0% | 44,406 | -2.7% | 2.17% | +10.2% |
| Q1 2022 | $2,537,000 | -8.7% | 45,650 | -4.0% | 1.97% | -4.0% |
| Q4 2021 | $2,780,000 | +9.0% | 47,565 | -1.2% | 2.05% | -0.4% |
| Q3 2021 | $2,551,000 | -0.8% | 48,147 | -0.4% | 2.06% | -2.5% |
| Q2 2021 | $2,571,000 | -5.9% | 48,364 | -12.9% | 2.11% | -12.3% |
| Q1 2021 | $2,731,000 | +3.8% | 55,514 | -2.8% | 2.41% | -1.6% |
| Q4 2020 | $2,631,000 | +25.9% | 57,084 | +11.7% | 2.45% | +12.8% |
| Q3 2020 | $2,089,000 | +21.7% | 51,088 | +12.4% | 2.17% | +7.6% |
| Q2 2020 | $1,717,000 | +9.0% | 45,454 | -9.2% | 2.02% | +31.1% |
| Q1 2020 | $1,575,000 | -31.1% | 50,084 | -12.6% | 1.54% | -11.4% |
| Q4 2019 | $2,285,000 | +6.1% | 57,315 | -3.5% | 1.74% | +20.7% |
| Q3 2019 | $2,154,000 | +63.7% | 59,399 | +64.6% | 1.44% | +58.2% |
| Q2 2019 | $1,316,000 | +23.1% | 36,095 | +18.8% | 0.91% | +20.9% |
| Q1 2019 | $1,069,000 | +362.8% | 30,389 | +307.3% | 0.75% | +327.3% |
| Q4 2018 | $231,000 | -10.5% | 7,461 | +4.6% | 0.18% | +5.4% |
| Q3 2018 | $258,000 | – | 7,131 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |