SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
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% | – |
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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% |