SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,717,000 | -16.2% | 36,950 | +0.2% | 0.19% | -5.5% |
| Q1 2022 | $2,049,000 | -1.8% | 36,866 | +3.2% | 0.20% | +3.6% |
| Q4 2021 | $2,087,000 | +3.8% | 35,707 | -5.9% | 0.19% | -1.5% |
| Q3 2021 | $2,010,000 | -0.7% | 37,930 | -0.7% | 0.20% | 0.0% |
| Q2 2021 | $2,024,000 | +6.9% | 38,210 | -0.7% | 0.20% | +2.6% |
| Q1 2021 | $1,894,000 | -2.6% | 38,497 | -8.8% | 0.19% | -6.4% |
| Q4 2020 | $1,945,000 | +7.6% | 42,202 | -4.5% | 0.20% | -1.5% |
| Q3 2020 | $1,808,000 | +7.6% | 44,205 | -0.7% | 0.21% | +0.5% |
| Q2 2020 | $1,681,000 | +20.1% | 44,507 | +0.0% | 0.20% | +9.0% |
| Q1 2020 | $1,400,000 | -21.4% | 44,505 | -0.5% | 0.19% | -11.3% |
| Q4 2019 | $1,782,000 | +8.3% | 44,708 | -0.2% | 0.21% | +5.0% |
| Q3 2019 | $1,646,000 | -16.1% | 44,810 | -16.7% | 0.20% | -25.5% |
| Q2 2019 | $1,962,000 | +2.8% | 53,816 | -0.8% | 0.27% | -0.4% |
| Q1 2019 | $1,908,000 | +11.1% | 54,241 | -2.4% | 0.27% | +2.6% |
| Q4 2018 | $1,717,000 | – | 55,558 | – | 0.26% | – |
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% |