SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $118,723,731 | -0.2% | 2,261,835 | +3.5% | 2.46% | +1.7% |
Q2 2023 | $118,996,730 | +14.6% | 2,185,833 | +6.1% | 2.42% | +8.3% |
Q1 2023 | $103,859,245 | +11.6% | 2,059,473 | +4.6% | 2.24% | +4.1% |
Q4 2022 | $93,068,775 | +13.6% | 1,968,043 | +5.9% | 2.15% | +30.3% |
Q3 2022 | $81,938,000 | +0.2% | 1,857,576 | +5.6% | 1.65% | +3.9% |
Q2 2022 | $81,776,000 | -13.9% | 1,759,388 | +3.0% | 1.59% | -5.1% |
Q1 2022 | $94,979,000 | +1108.4% | 1,708,871 | +1170.8% | 1.67% | +1139.3% |
Q4 2021 | $7,860,000 | +24.7% | 134,473 | +13.0% | 0.14% | +17.4% |
Q3 2021 | $6,305,000 | -0.1% | 118,993 | -0.2% | 0.12% | -0.9% |
Q2 2021 | $6,314,000 | +4.8% | 119,203 | -2.7% | 0.12% | 0.0% |
Q1 2021 | $6,027,000 | +6.5% | 122,528 | -0.2% | 0.12% | +0.9% |
Q4 2020 | $5,658,000 | +11.3% | 122,768 | -1.2% | 0.12% | 0.0% |
Q3 2020 | $5,082,000 | +4.3% | 124,279 | -3.6% | 0.12% | 0.0% |
Q2 2020 | $4,872,000 | +44.5% | 128,960 | +20.3% | 0.12% | +30.7% |
Q1 2020 | $3,371,000 | – | 107,199 | – | 0.09% | – |
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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% |