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 2022 | $2,761,000 | -11.7% | 49,682 | -7.1% | 0.08% | +5.3% |
| Q4 2021 | $3,126,000 | +1.3% | 53,487 | -8.1% | 0.08% | +8.7% |
| Q3 2021 | $3,086,000 | -1.4% | 58,232 | -1.5% | 0.07% | -1.4% |
| Q2 2021 | $3,131,000 | +10.3% | 59,113 | +2.4% | 0.07% | +2.9% |
| Q1 2021 | $2,838,000 | +8.5% | 57,705 | +1.7% | 0.07% | +4.6% |
| Q4 2020 | $2,615,000 | +19.6% | 56,736 | +6.1% | 0.06% | +6.6% |
| Q3 2020 | $2,186,000 | +5.9% | 53,472 | -2.2% | 0.06% | +1.7% |
| Q2 2020 | $2,065,000 | +60.5% | 54,654 | +33.6% | 0.06% | +33.3% |
| Q1 2020 | $1,287,000 | – | 40,910 | – | 0.04% | – |
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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% |