SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 25 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,430 | +41.3% | 7,000 | +46.6% | 0.00% | – |
| Q2 2023 | $259,951 | -83.8% | 4,775 | -85.0% | 0.00% | – |
| Q1 2023 | $1,601,253 | -72.8% | 31,752 | -74.5% | 0.00% | -100.0% |
| Q4 2022 | $5,894,415 | +90.5% | 124,644 | +77.7% | 0.00% | 0.0% |
| Q3 2022 | $3,094,000 | +259.8% | 70,156 | +279.2% | 0.00% | – |
| Q2 2022 | $860,000 | -82.1% | 18,500 | -78.6% | 0.00% | – |
| Q1 2022 | $4,812,000 | +7.7% | 86,583 | +13.2% | 0.00% | – |
| Q4 2021 | $4,470,000 | +32.7% | 76,486 | +20.3% | 0.00% | – |
| Q3 2021 | $3,368,000 | +218.0% | 63,564 | +217.8% | 0.00% | – |
| Q2 2021 | $1,059,000 | +370.7% | 20,000 | +336.7% | 0.00% | – |
| Q1 2021 | $225,000 | -93.7% | 4,580 | -94.0% | 0.00% | -100.0% |
| Q4 2020 | $3,546,000 | +29.1% | 76,936 | +14.6% | 0.00% | 0.0% |
| Q3 2020 | $2,746,000 | +597.0% | 67,146 | +543.9% | 0.00% | – |
| Q2 2020 | $394,000 | +49.2% | 10,428 | +538.6% | 0.00% | – |
| Q3 2016 | $264,000 | -0.4% | 1,633 | -8.8% | 0.00% | – |
| Q3 2014 | $265,000 | – | 1,791 | – | 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% |