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 | $2,168,203 | -3.6% | 41,307 | +0.0% | 0.03% | -3.1% |
Q2 2023 | $2,248,666 | +17.2% | 41,305 | +1.8% | 0.03% | -8.6% |
Q1 2023 | $1,918,602 | 0.0% | 40,571 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $1,918,602 | +23.3% | 40,571 | +15.0% | 0.04% | +9.4% |
Q3 2022 | $1,556,000 | +8.2% | 35,273 | +14.0% | 0.03% | +14.3% |
Q2 2022 | $1,438,000 | +295.1% | 30,948 | +373.0% | 0.03% | +300.0% |
Q1 2022 | $364,000 | -5.5% | 6,543 | -0.7% | 0.01% | 0.0% |
Q4 2021 | $385,000 | -56.7% | 6,591 | -60.8% | 0.01% | -61.1% |
Q3 2021 | $890,000 | +128.8% | 16,797 | +128.8% | 0.02% | +100.0% |
Q2 2021 | $389,000 | +20.8% | 7,342 | +12.1% | 0.01% | -43.8% |
Q1 2021 | $322,000 | -30.6% | 6,549 | -34.9% | 0.02% | -33.3% |
Q4 2020 | $464,000 | +18.1% | 10,062 | +4.7% | 0.02% | -20.0% |
Q3 2020 | $393,000 | -52.5% | 9,613 | -56.1% | 0.03% | -62.0% |
Q2 2020 | $828,000 | -49.7% | 21,918 | -58.2% | 0.08% | -50.3% |
Q1 2020 | $1,647,000 | – | 52,375 | – | 0.16% | – |
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% |