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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,111 | -3.9% | 630,799 | -0.3% | 0.16% | -1.3% |
| Q2 2023 | $34,437 | +5.9% | 632,563 | -1.9% | 0.16% | -1.3% |
| Q1 2023 | $32,506 | +0.3% | 644,571 | -6.0% | 0.16% | -5.4% |
| Q4 2022 | $32,423 | -99.9% | 685,624 | -1.0% | 0.17% | -2.3% |
| Q3 2022 | $30,536,000 | -6.0% | 692,279 | -1.0% | 0.17% | -1.7% |
| Q2 2022 | $32,499,000 | -16.0% | 699,197 | +0.4% | 0.18% | -1.7% |
| Q1 2022 | $38,692,000 | -3.0% | 696,142 | +2.0% | 0.18% | 0.0% |
| Q4 2021 | $39,888,000 | +3.0% | 682,431 | -6.6% | 0.18% | -6.8% |
| Q3 2021 | $38,734,000 | +2.7% | 730,964 | +2.6% | 0.19% | +6.1% |
| Q2 2021 | $37,722,000 | +15.4% | 712,143 | +7.2% | 0.18% | +1.1% |
| Q1 2021 | $32,685,000 | +5.8% | 664,454 | -0.8% | 0.18% | -1.7% |
| Q4 2020 | $30,886,000 | +23.9% | 670,133 | +9.9% | 0.18% | +7.7% |
| Q3 2020 | $24,936,000 | +4.8% | 609,838 | -3.2% | 0.17% | -6.1% |
| Q2 2020 | $23,794,000 | +46.2% | 629,798 | +21.7% | 0.18% | +14.7% |
| Q1 2020 | $16,275,000 | -16.1% | 517,489 | +6.3% | 0.16% | +4.0% |
| Q4 2019 | $19,402,000 | +7.4% | 486,755 | -1.0% | 0.15% | -5.7% |
| Q3 2019 | $18,061,000 | +8.8% | 491,591 | +8.0% | 0.16% | +4.6% |
| Q2 2019 | $16,600,000 | +0.9% | 455,300 | -2.6% | 0.15% | -3.2% |
| Q1 2019 | $16,452,000 | +21.9% | 467,663 | +7.1% | 0.16% | +5.4% |
| Q4 2018 | $13,498,000 | -14.3% | 436,685 | +0.3% | 0.15% | -0.7% |
| Q3 2018 | $15,753,000 | +510.8% | 435,175 | +473.6% | 0.15% | +455.6% |
| Q2 2018 | $2,579,000 | +130.3% | 75,862 | +122.3% | 0.03% | +107.7% |
| Q1 2018 | $1,120,000 | -59.9% | 34,133 | +47.0% | 0.01% | -90.8% |
| Q2 2013 | $2,790,000 | – | 23,222 | – | 0.14% | – |
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% |