SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 281 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,119,258 | +3.4% | 16,869 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $1,082,218 | +9.8% | 16,869 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $985,993 | +11.4% | 16,869 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $885,454 | -3.6% | 16,869 | 0.0% | 0.01% | +14.3% |
Q2 2023 | $918,348 | +7.9% | 16,869 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $850,749 | +6.6% | 16,869 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $797,833 | +7.2% | 16,869 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $744,000 | -5.1% | 16,869 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $784,000 | -16.4% | 16,869 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $938,000 | -4.9% | 16,869 | 0.0% | 0.01% | +16.7% |
Q4 2021 | $986,000 | +10.3% | 16,869 | 0.0% | 0.01% | +20.0% |
Q3 2021 | $894,000 | 0.0% | 16,869 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $894,000 | +7.7% | 16,869 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $830,000 | +6.7% | 16,869 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $778,000 | -51.0% | 16,869 | -56.5% | 0.01% | -54.5% |
Q3 2020 | $1,587,000 | -4.3% | 38,803 | -11.6% | 0.01% | -8.3% |
Q2 2020 | $1,658,000 | +20.1% | 43,888 | 0.0% | 0.01% | +9.1% |
Q1 2020 | $1,380,000 | -35.8% | 43,888 | -18.6% | 0.01% | -21.4% |
Q4 2019 | $2,148,000 | +8.5% | 53,888 | 0.0% | 0.01% | +7.7% |
Q3 2019 | $1,980,000 | +0.8% | 53,888 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $1,965,000 | +3.6% | 53,888 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $1,896,000 | +1235.2% | 53,888 | +5288.8% | 0.01% | +1200.0% |
Q1 2014 | $142,000 | +2.2% | 1,000 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $139,000 | +9.4% | 1,000 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $127,000 | +5.8% | 1,000 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $120,000 | – | 1,000 | – | 0.00% | – |
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% |