SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,271 | -3.4% | 29,134 | +0.1% | 0.44% | -1.6% |
| Q2 2023 | $1,583,882 | +16.0% | 29,094 | +7.5% | 0.45% | +11.5% |
| Q1 2023 | $1,365,431 | +106908.7% | 27,075 | +0.3% | 0.40% | +13266.7% |
| Q4 2022 | $1,276 | -99.9% | 27,002 | -4.1% | 0.00% | 0.0% |
| Q3 2022 | $1,242,000 | -4.5% | 28,161 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $1,301,000 | -13.7% | 28,009 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $1,508,000 | -3.5% | 27,148 | +1.5% | 0.00% | -25.0% |
| Q4 2021 | $1,563,000 | +11.2% | 26,740 | +0.8% | 0.00% | +33.3% |
| Q3 2021 | $1,405,000 | -0.5% | 26,524 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $1,412,000 | +30.5% | 26,667 | +21.2% | 0.00% | 0.0% |
| Q1 2021 | $1,082,000 | +15.1% | 21,997 | +7.8% | 0.00% | 0.0% |
| Q4 2020 | $940,000 | +13.8% | 20,410 | +1.0% | 0.00% | – |
| Q3 2020 | $826,000 | +12.5% | 20,215 | +4.0% | 0.00% | – |
| Q2 2020 | $734,000 | +367.5% | 19,435 | +288.7% | 0.00% | – |
| Q1 2020 | $157,000 | – | 5,000 | – | 0.00% | – |
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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% |