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 | $761,346 | -12.5% | 14,505 | -9.2% | 0.00% | – |
Q2 2023 | $869,824 | -18.3% | 15,978 | -24.3% | 0.00% | – |
Q1 2023 | $1,064,903 | +4.9% | 21,117 | -1.6% | 0.00% | – |
Q4 2022 | $1,014,954 | -52.8% | 21,463 | -56.0% | 0.00% | -100.0% |
Q3 2022 | $2,150,000 | -9.2% | 48,737 | -4.3% | 0.00% | 0.0% |
Q2 2022 | $2,368,000 | -37.4% | 50,945 | -25.1% | 0.00% | 0.0% |
Q1 2022 | $3,780,000 | -22.7% | 68,017 | -18.7% | 0.00% | 0.0% |
Q4 2021 | $4,890,000 | +21.6% | 83,669 | +10.2% | 0.00% | 0.0% |
Q3 2021 | $4,023,000 | +0.9% | 75,926 | +0.9% | 0.00% | 0.0% |
Q2 2021 | $3,988,000 | +36.4% | 75,283 | +26.7% | 0.00% | 0.0% |
Q1 2021 | $2,923,000 | -6.6% | 59,429 | -12.5% | 0.00% | 0.0% |
Q4 2020 | $3,129,000 | – | 67,890 | – | 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% |