SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,198,551 | +1.9% | 41,885 | +5.7% | 0.07% | +20.3% |
| Q2 2023 | $2,156,517 | +276.9% | 39,613 | +249.1% | 0.06% | +293.3% |
| Q1 2023 | $572,169 | -22.5% | 11,346 | -10.1% | 0.02% | -81.7% |
| Q4 2021 | $738,000 | +121.0% | 12,622 | +100.0% | 0.08% | +24.2% |
| Q2 2021 | $334,000 | -98.2% | 6,311 | -98.5% | 0.07% | -76.3% |
| Q4 2020 | $18,834,000 | +2838.2% | 408,643 | +2507.3% | 0.28% | +2225.0% |
| Q3 2020 | $641,000 | -83.8% | 15,673 | -85.1% | 0.01% | -84.6% |
| Q2 2020 | $3,961,000 | +920.9% | 104,854 | +749.2% | 0.08% | +550.0% |
| Q1 2020 | $388,000 | -92.8% | 12,347 | -90.9% | 0.01% | -92.7% |
| Q4 2019 | $5,387,000 | +177.7% | 135,140 | +155.9% | 0.16% | +107.6% |
| Q3 2019 | $1,940,000 | – | 52,802 | – | 0.08% | – |
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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% |