SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,037 | +266.0% | 3,830 | +279.6% | 0.01% | +400.0% |
| Q2 2023 | $54,930 | -30.9% | 1,009 | -36.0% | 0.00% | -50.0% |
| Q1 2023 | $79,528 | +1490.6% | 1,577 | +1477.0% | 0.00% | – |
| Q2 2022 | $5,000 | +150.0% | 100 | +150.0% | 0.00% | – |
| Q1 2022 | $2,000 | -88.2% | 40 | -86.3% | 0.00% | – |
| Q4 2021 | $17,000 | 0.0% | 293 | -10.4% | 0.00% | – |
| Q2 2021 | $17,000 | +41.7% | 327 | +33.5% | 0.00% | – |
| Q1 2021 | $12,000 | +33.3% | 245 | +11.4% | 0.00% | – |
| Q4 2020 | $9,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | +800.0% | 220 | +436.6% | 0.00% | – |
| Q1 2020 | $1,000 | -98.7% | 41 | -98.1% | 0.00% | -100.0% |
| Q3 2018 | $76,000 | +1166.7% | 2,113 | +1121.4% | 0.00% | – |
| Q2 2018 | $6,000 | – | 173 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |