SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,046,000 | +4.6% | 57,993 | +8.5% | 0.01% | 0.0% |
| Q2 2023 | $2,913,000 | +316.1% | 53,459 | +286.5% | 0.01% | +200.0% |
| Q1 2023 | $700,000 | -2.4% | 13,830 | -8.9% | 0.00% | 0.0% |
| Q4 2022 | $717,000 | +1.4% | 15,180 | -4.8% | 0.00% | 0.0% |
| Q3 2022 | $707,000 | +18.8% | 15,943 | +23.9% | 0.00% | 0.0% |
| Q2 2022 | $595,000 | -1.0% | 12,865 | +18.9% | 0.00% | +100.0% |
| Q1 2022 | $601,000 | -2.3% | 10,818 | +2.9% | 0.00% | 0.0% |
| Q4 2021 | $615,000 | +149.0% | 10,517 | +126.9% | 0.00% | 0.0% |
| Q3 2021 | $247,000 | +0.4% | 4,636 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $246,000 | 0.0% | 4,650 | -7.0% | 0.00% | 0.0% |
| Q1 2021 | $246,000 | – | 4,999 | – | 0.00% | – |
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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% |