SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 33 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $329,799 | -3.6% | 6,283 | 0.0% | 0.00% | – |
Q2 2023 | $342,051 | -12.4% | 6,283 | -18.8% | 0.00% | – |
Q1 2023 | $390,333 | -15.6% | 7,740 | -20.9% | 0.00% | – |
Q4 2022 | $462,453 | +7.3% | 9,779 | -0.0% | 0.00% | – |
Q3 2022 | $431,000 | +1.2% | 9,782 | +6.6% | 0.00% | – |
Q2 2022 | $426,000 | -13.2% | 9,173 | +3.7% | 0.00% | – |
Q1 2022 | $491,000 | -6.3% | 8,846 | -1.3% | 0.00% | – |
Q4 2021 | $524,000 | +4.2% | 8,963 | -5.6% | 0.00% | – |
Q3 2021 | $503,000 | +179.4% | 9,498 | +179.4% | 0.00% | – |
Q2 2021 | $180,000 | +2.9% | 3,400 | -4.7% | 0.00% | – |
Q1 2021 | $175,000 | +25.9% | 3,566 | +18.0% | 0.00% | – |
Q4 2020 | $139,000 | -15.2% | 3,021 | -24.9% | 0.00% | – |
Q3 2020 | $164,000 | +59.2% | 4,020 | +48.1% | 0.00% | – |
Q2 2020 | $103,000 | +22.6% | 2,715 | +2.0% | 0.00% | – |
Q1 2020 | $84,000 | -29.4% | 2,663 | -10.7% | 0.00% | – |
Q4 2019 | $119,000 | 0.0% | 2,982 | -8.3% | 0.00% | – |
Q3 2019 | $119,000 | +40.0% | 3,251 | +39.3% | 0.00% | – |
Q2 2019 | $85,000 | +51.8% | 2,334 | +46.2% | 0.00% | – |
Q1 2019 | $56,000 | +14.3% | 1,596 | -0.1% | 0.00% | – |
Q4 2018 | $49,000 | -23.4% | 1,597 | -9.7% | 0.00% | – |
Q3 2018 | $64,000 | +14.3% | 1,769 | +8.0% | 0.00% | – |
Q2 2018 | $56,000 | +3.7% | 1,638 | 0.0% | 0.00% | – |
Q1 2018 | $54,000 | 0.0% | 1,638 | 0.0% | 0.00% | – |
Q4 2017 | $54,000 | +5.9% | 1,638 | +497.8% | 0.00% | – |
Q3 2017 | $51,000 | +2.0% | 274 | 0.0% | 0.00% | – |
Q2 2017 | $50,000 | +4.2% | 274 | 0.0% | 0.00% | – |
Q1 2017 | $48,000 | +4.3% | 274 | 0.0% | 0.00% | – |
Q4 2016 | $46,000 | +4.5% | 274 | 0.0% | 0.00% | – |
Q3 2016 | $44,000 | +4.8% | 274 | 0.0% | 0.00% | – |
Q2 2016 | $42,000 | 0.0% | 274 | 0.0% | 0.00% | – |
Q1 2016 | $42,000 | 0.0% | 274 | 0.0% | 0.00% | – |
Q4 2015 | $42,000 | – | 274 | – | 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% |