SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $552,720 | -8.3% | 10,530 | -4.9% | 0.16% | -3.0% |
Q2 2023 | $602,941 | +2.3% | 11,075 | -5.3% | 0.17% | -2.3% |
Q1 2023 | $589,452 | +10.8% | 11,689 | +3.9% | 0.17% | +1.8% |
Q4 2022 | $532,193 | +14.5% | 11,254 | +6.8% | 0.17% | +7.7% |
Q3 2022 | $465,000 | -19.7% | 10,541 | -15.3% | 0.16% | -18.8% |
Q2 2022 | $579,000 | -21.1% | 12,448 | -5.8% | 0.19% | -7.7% |
Q1 2022 | $734,000 | -7.0% | 13,214 | -2.1% | 0.21% | +0.5% |
Q4 2021 | $789,000 | +9.1% | 13,497 | -1.1% | 0.21% | +4.5% |
Q3 2021 | $723,000 | +8.6% | 13,642 | +8.5% | 0.20% | -2.9% |
Q2 2021 | $666,000 | +2.9% | 12,572 | -4.5% | 0.20% | -1.4% |
Q1 2021 | $647,000 | +187.6% | 13,159 | +169.2% | 0.21% | +165.4% |
Q4 2020 | $225,000 | – | 4,888 | – | 0.08% | – |
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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% |