SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 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 ↓ |
|---|---|---|---|
| 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% |