SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,142 | -3.6% | 3,832 | 0.0% | 0.02% | +5.0% |
| Q2 2023 | $208,614 | -31.8% | 3,832 | -30.5% | 0.02% | -42.9% |
| Q1 2022 | $306,000 | -5.0% | 5,512 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $322,000 | +10.3% | 5,512 | 0.0% | 0.04% | +600.0% |
| Q3 2021 | $292,000 | 0.0% | 5,512 | 0.0% | 0.01% | -85.7% |
| Q2 2021 | $292,000 | +9.4% | 5,512 | +1.7% | 0.04% | 0.0% |
| Q1 2021 | $267,000 | +6.8% | 5,422 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $250,000 | -99.9% | 5,422 | +0.2% | 0.04% | -5.3% |
| Q3 2020 | $221,174,000 | +108318.6% | 5,409 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $204,000 | -99.9% | 5,409 | 0.0% | 0.04% | +5.4% |
| Q4 2019 | $215,603,000 | – | 5,409 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 869,618 | $46,081,000 | 26.39% |
| Financial Strategies Group, Inc. | 761,759 | $40,366,000 | 18.04% |
| TRH Financial, LLC | 827,759 | $43,863,000 | 17.26% |
| Shepherd Financial Partners LLC | 1,363,222 | $72,229,000 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 416,217 | $22,467,000 | 13.49% |
| SENTINEL PENSION ADVISORS INC | 734,487 | $38,920,000 | 13.25% |
| Blueprint Investment Partners LLC | 406,770 | $21,555,000 | 10.76% |
| Astor Investment Management LLC | 881,352 | $46,702,000 | 10.38% |
| Rockbridge Investment Management, LCC | 1,036,589 | $54,929,000 | 9.08% |
| Annex Advisory Services, LLC | 2,068,029 | $109,587,000 | 8.96% |