SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,189 | -3.6% | 899 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,942 | -57.1% | 899 | -60.3% | 0.00% | -66.7% |
| Q1 2023 | $114,062 | +106500.0% | 2,262 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $107 | -99.9% | 2,262 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $100,000 | -4.8% | 2,261 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $105,000 | -16.7% | 2,261 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $126,000 | -16.6% | 2,261 | -12.3% | 0.00% | -25.0% |
| Q4 2021 | $151,000 | +10.2% | 2,577 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $137,000 | 0.0% | 2,577 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $137,000 | +35.6% | 2,581 | +26.0% | 0.00% | +33.3% |
| Q1 2021 | $101,000 | +16.1% | 2,048 | +8.4% | 0.00% | 0.0% |
| Q4 2020 | $87,000 | +13.0% | 1,889 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $77,000 | +13.2% | 1,888 | +5.6% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 1,788 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -21.1% | 1,788 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $71,000 | +29.1% | 1,788 | +16.9% | 0.00% | +50.0% |
| Q3 2018 | $55,000 | – | 1,529 | – | 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% |