SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,712,556 | +2.0% | 25,811 | -1.3% | 0.05% | +1.9% |
| Q1 2024 | $1,678,242 | +120.0% | 26,161 | +80.0% | 0.05% | +82.8% |
| Q3 2023 | $762,790 | -11.8% | 14,532 | -20.5% | 0.03% | -6.5% |
| Q4 2022 | $864,636 | -52.0% | 18,283 | -55.2% | 0.03% | -55.1% |
| Q3 2022 | $1,801,000 | -4.3% | 40,832 | +0.9% | 0.07% | +6.2% |
| Q2 2022 | $1,881,000 | +804.3% | 40,465 | +980.5% | 0.06% | +983.3% |
| Q1 2022 | $208,000 | – | 3,745 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 678,759 | $34,114,000 | 23.85% |
| TRH Financial, LLC | 863,078 | $42,455,000 | 21.57% |
| Financial Strategies Group, Inc. | 724,518 | $35,639,000 | 18.46% |
| Blueprint Investment Partners LLC | 462,455 | $22,748,000 | 17.71% |
| Shepherd Financial Partners LLC | 1,343,436 | $66,084,000 | 14.63% |
| Leicht Financial Planning & Wealth Management, Inc. | 427,454 | $21,026,000 | 13.61% |
| SENTINEL PENSION ADVISORS INC. | 721,494 | $35,490,000 | 13.02% |
| Professional Financial Advisors, LLC | 403,180 | $19,832,000 | 12.32% |
| Annex Advisory Services, LLC | 2,435,117 | $119,784,000 | 11.53% |
| Rosenberg Matthew Hamilton | 370,595 | $18,230,000 | 10.40% |