SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |