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 | $8,934 | -9.3% | 170,206 | -5.9% | 0.76% | +2.1% |
| Q2 2023 | $9,846 | +4.1% | 180,861 | -3.6% | 0.75% | -2.2% |
| Q1 2023 | $9,457 | +1.8% | 187,535 | -4.5% | 0.76% | -8.8% |
| Q4 2022 | $9,290 | -99.9% | 196,444 | +0.4% | 0.84% | -18.0% |
| Q3 2022 | $8,630,000 | -6.3% | 195,644 | -1.3% | 1.02% | -2.9% |
| Q2 2022 | $9,211,000 | -16.5% | 198,161 | -0.1% | 1.05% | -3.5% |
| Q1 2022 | $11,029,000 | -5.7% | 198,438 | -0.8% | 1.09% | -3.3% |
| Q4 2021 | $11,696,000 | +4.2% | 200,100 | -5.5% | 1.13% | -3.9% |
| Q3 2021 | $11,224,000 | -5.6% | 211,808 | -5.7% | 1.17% | -3.3% |
| Q2 2021 | $11,893,000 | +5.6% | 224,526 | -1.9% | 1.21% | -2.6% |
| Q1 2021 | $11,263,000 | -3.8% | 228,967 | -9.9% | 1.24% | -14.1% |
| Q4 2020 | $11,713,000 | +8.7% | 254,133 | -3.5% | 1.45% | -0.8% |
| Q3 2020 | $10,773,000 | +3.9% | 263,460 | -4.0% | 1.46% | -2.5% |
| Q2 2020 | $10,370,000 | +18.1% | 274,489 | -1.7% | 1.50% | +8.5% |
| Q1 2020 | $8,778,000 | -9.4% | 279,095 | +14.8% | 1.38% | +2.5% |
| Q4 2019 | $9,688,000 | +15.5% | 243,067 | +6.5% | 1.35% | +17.6% |
| Q3 2019 | $8,387,000 | +28.9% | 228,292 | +27.9% | 1.14% | +27.1% |
| Q2 2019 | $6,508,000 | -30.0% | 178,501 | -32.4% | 0.90% | +43.7% |
| Q1 2019 | $9,294,000 | +177.8% | 264,212 | +144.1% | 0.63% | +12.6% |
| Q4 2018 | $3,345,000 | +42.8% | 108,241 | +67.2% | 0.56% | +60.5% |
| Q3 2018 | $2,343,000 | +60.0% | 64,736 | +50.2% | 0.35% | +35.0% |
| Q2 2018 | $1,464,000 | +57.9% | 43,097 | +52.5% | 0.26% | +60.6% |
| Q1 2018 | $927,000 | – | 28,263 | – | 0.16% | – |
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% |