SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,208,994 | +102883.4% | 33,293 | -0.2% | 0.15% | -4.4% |
| Q1 2024 | $2,145 | +9.7% | 33,375 | -0.2% | 0.16% | +0.6% |
| Q4 2023 | $1,956 | +10.9% | 33,440 | -0.3% | 0.16% | +6.0% |
| Q3 2023 | $1,764 | -3.8% | 33,549 | -0.3% | 0.15% | -3.8% |
| Q2 2023 | $1,833 | +8.1% | 33,647 | +0.1% | 0.16% | -0.6% |
| Q1 2023 | $1,695 | +6.7% | 33,604 | 0.0% | 0.16% | -2.5% |
| Q4 2022 | $1,588 | -99.9% | 33,604 | -1.5% | 0.16% | -2.4% |
| Q3 2022 | $1,505,000 | -5.2% | 34,111 | -0.2% | 0.16% | -30.1% |
| Q2 2022 | $1,587,000 | -16.6% | 34,168 | -0.0% | 0.24% | +11.3% |
| Q1 2022 | $1,902,000 | -5.2% | 34,169 | -0.4% | 0.21% | -12.4% |
| Q4 2021 | $2,006,000 | +9.7% | 34,303 | -0.6% | 0.24% | +0.4% |
| Q3 2021 | $1,828,000 | -0.3% | 34,511 | -0.4% | 0.24% | -11.7% |
| Q2 2021 | $1,834,000 | +11.6% | 34,642 | +3.7% | 0.27% | -26.4% |
| Q1 2021 | $1,643,000 | +0.7% | 33,407 | -5.6% | 0.37% | +14.2% |
| Q4 2020 | $1,631,000 | +3.6% | 35,399 | -7.9% | 0.32% | -6.3% |
| Q3 2020 | $1,574,000 | +84.5% | 38,426 | +69.7% | 0.35% | +49.6% |
| Q2 2020 | $853,000 | -26.9% | 22,641 | -39.3% | 0.23% | -33.1% |
| Q1 2020 | $1,167,000 | +474.9% | 37,286 | +626.4% | 0.35% | +508.8% |
| Q4 2019 | $203,000 | +65.0% | 5,133 | +52.2% | 0.06% | +39.0% |
| Q3 2019 | $123,000 | +11.8% | 3,372 | +12.8% | 0.04% | +17.1% |
| Q2 2019 | $110,000 | +80.3% | 2,989 | +70.8% | 0.04% | +66.7% |
| Q1 2019 | $61,000 | +17.3% | 1,750 | +3.9% | 0.02% | 0.0% |
| Q4 2018 | $52,000 | -36.6% | 1,685 | -27.5% | 0.02% | -32.3% |
| Q3 2018 | $82,000 | +86.4% | 2,323 | +74.4% | 0.03% | +106.7% |
| Q2 2018 | $44,000 | +57.1% | 1,332 | +53.3% | 0.02% | +7.1% |
| Q1 2018 | $28,000 | +115.4% | 869 | +124.0% | 0.01% | +180.0% |
| Q4 2017 | $13,000 | – | 388 | – | 0.01% | – |
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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% |