SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,078,954 | +75.7% | 39,607 | +82.2% | 0.01% | +62.5% |
| Q2 2023 | $1,183,417 | +34.6% | 21,738 | +24.6% | 0.01% | +33.3% |
| Q1 2023 | $879,499 | -86.7% | 17,440 | -87.5% | 0.01% | -88.9% |
| Q4 2022 | $6,610,914 | -33.4% | 139,795 | -37.9% | 0.05% | -56.1% |
| Q3 2022 | $9,924,000 | +3.5% | 224,987 | +9.1% | 0.12% | 0.0% |
| Q2 2022 | $9,586,000 | +5.4% | 206,238 | +26.0% | 0.12% | +11.8% |
| Q1 2022 | $9,099,000 | -56.4% | 163,718 | -54.2% | 0.11% | -57.0% |
| Q4 2021 | $20,885,000 | +15.3% | 357,314 | +4.5% | 0.26% | +4.5% |
| Q3 2021 | $18,119,000 | +4.2% | 341,925 | +4.1% | 0.24% | 0.0% |
| Q2 2021 | $17,394,000 | +20607.1% | 328,383 | +14592.8% | 0.24% | +12150.0% |
| Q2 2020 | $84,000 | -64.9% | 2,235 | +39.2% | 0.00% | -87.5% |
| Q2 2014 | $239,000 | +5.8% | 1,606 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $226,000 | -1.7% | 1,606 | -2.7% | 0.02% | -11.1% |
| Q4 2013 | $230,000 | +10.0% | 1,651 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $209,000 | +1.5% | 1,651 | -5.7% | 0.02% | -14.3% |
| Q1 2013 | $206,000 | – | 1,751 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |