SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386 | -100.0% | 7,357 | -65.9% | 0.05% | -67.8% |
| Q2 2023 | $1,173,704 | +6.3% | 21,559 | -1.5% | 0.15% | -8.4% |
| Q1 2023 | $1,104,049 | -7.6% | 21,892 | -13.4% | 0.17% | -14.0% |
| Q4 2022 | $1,195,302 | -23.7% | 25,276 | -28.9% | 0.19% | +44.0% |
| Q3 2022 | $1,567,000 | -4.2% | 35,531 | +0.9% | 0.13% | -47.7% |
| Q2 2022 | $1,636,000 | -10.0% | 35,217 | +7.7% | 0.26% | -9.2% |
| Q1 2022 | $1,818,000 | -16.6% | 32,710 | -12.3% | 0.28% | +239.8% |
| Q4 2021 | $2,180,000 | +8.6% | 37,309 | -1.5% | 0.08% | -72.8% |
| Q3 2021 | $2,007,000 | +11.5% | 37,870 | +11.5% | 0.30% | +11.7% |
| Q2 2021 | $1,800,000 | +14.2% | 33,978 | +6.0% | 0.27% | +9.2% |
| Q1 2021 | $1,576,000 | +2.3% | 32,040 | -4.1% | 0.25% | -2.3% |
| Q4 2020 | $1,540,000 | 0.0% | 33,422 | -11.3% | 0.26% | -12.3% |
| Q3 2020 | $1,540,000 | +17.0% | 37,673 | +8.1% | 0.29% | +12.3% |
| Q2 2020 | $1,316,000 | +114.3% | 34,844 | +78.4% | 0.26% | +64.6% |
| Q1 2020 | $614,000 | +106.7% | 19,527 | +162.0% | 0.16% | +172.4% |
| Q4 2019 | $297,000 | -46.6% | 7,454 | -51.1% | 0.06% | -56.7% |
| Q2 2019 | $556,000 | -19.0% | 15,245 | -21.8% | 0.13% | -30.2% |
| Q1 2019 | $686,000 | +11.0% | 19,503 | -2.5% | 0.19% | -16.9% |
| Q4 2018 | $618,000 | – | 20,004 | – | 0.23% | – |
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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% |