SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $770 | +450.0% | 14,145 | +377.2% | 0.00% | – |
| Q4 2022 | $140 | -100.0% | 2,964 | -90.8% | 0.00% | -100.0% |
| Q2 2022 | $1,496,000 | -29.3% | 32,197 | -15.5% | 0.00% | 0.0% |
| Q1 2022 | $2,117,000 | +3.0% | 38,096 | +8.4% | 0.00% | 0.0% |
| Q4 2021 | $2,055,000 | +76.7% | 35,160 | +48.6% | 0.00% | 0.0% |
| Q1 2021 | $1,163,000 | +29.7% | 23,663 | +21.5% | 0.00% | +100.0% |
| Q4 2020 | $897,000 | +5506.2% | 19,478 | +4769.5% | 0.00% | – |
| Q3 2020 | $16,000 | -98.7% | 400 | -98.8% | 0.00% | -100.0% |
| Q3 2019 | $1,215,000 | +2541.3% | 33,091 | +2522.1% | 0.00% | – |
| Q2 2019 | $46,000 | – | 1,262 | – | 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% |