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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,620,115 | -70.0% | 32,126 | -71.8% | 0.24% | -71.8% |
| Q4 2022 | $5,393,850 | +308.0% | 114,059 | +280.6% | 0.83% | +258.6% |
| Q3 2022 | $1,322,000 | -1.7% | 29,970 | +3.6% | 0.23% | -0.4% |
| Q2 2022 | $1,345,000 | -14.2% | 28,940 | +2.6% | 0.23% | -3.3% |
| Q1 2022 | $1,568,000 | +2.8% | 28,215 | +8.1% | 0.24% | +2.1% |
| Q4 2021 | $1,526,000 | +21.8% | 26,107 | +10.4% | 0.24% | +10.8% |
| Q3 2021 | $1,253,000 | +3.6% | 23,652 | +3.6% | 0.21% | +1.9% |
| Q2 2021 | $1,209,000 | +7.7% | 22,832 | 0.0% | 0.21% | -4.1% |
| Q1 2021 | $1,123,000 | +6.7% | 22,832 | 0.0% | 0.22% | -1.8% |
| Q4 2020 | $1,052,000 | +10.2% | 22,832 | -2.2% | 0.22% | -4.7% |
| Q3 2020 | $955,000 | -81.1% | 23,352 | -82.6% | 0.23% | -82.8% |
| Q2 2020 | $5,061,000 | +18.2% | 133,966 | -1.6% | 1.36% | +3.5% |
| Q1 2020 | $4,282,000 | -20.6% | 136,142 | +0.7% | 1.31% | -5.1% |
| Q4 2019 | $5,390,000 | +7.8% | 135,215 | -0.6% | 1.38% | +0.1% |
| Q3 2019 | $5,000,000 | +9.2% | 136,099 | +8.4% | 1.38% | +8.5% |
| Q2 2019 | $4,578,000 | +15.2% | 125,556 | +11.2% | 1.27% | +10.3% |
| Q1 2019 | $3,973,000 | +27.7% | 112,925 | +12.2% | 1.15% | +16.8% |
| Q4 2018 | $3,112,000 | -10.5% | 100,665 | +4.8% | 0.98% | +1.8% |
| Q3 2018 | $3,478,000 | +7.6% | 96,064 | +1.0% | 0.97% | +3.1% |
| Q2 2018 | $3,233,000 | +3.1% | 95,121 | -0.4% | 0.94% | +2.2% |
| Q1 2018 | $3,136,000 | – | 95,547 | – | 0.92% | – |
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% |