SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $31,000 | -16.2% | 670 | +0.4% | 0.05% | -3.8% |
| Q1 2022 | $37,000 | -5.1% | 667 | +0.3% | 0.05% | +6.0% |
| Q4 2021 | $39,000 | +11.4% | 665 | +0.3% | 0.05% | +11.1% |
| Q3 2021 | $35,000 | 0.0% | 663 | +0.3% | 0.04% | -4.3% |
| Q2 2021 | $35,000 | +9.4% | 661 | +0.5% | 0.05% | +2.2% |
| Q1 2021 | $32,000 | +6.7% | 658 | +0.3% | 0.05% | +2.2% |
| Q4 2020 | $30,000 | +11.1% | 656 | +0.5% | 0.04% | -2.2% |
| Q3 2020 | $27,000 | +8.0% | 653 | +0.3% | 0.05% | -13.2% |
| Q2 2020 | $25,000 | +25.0% | 651 | +0.5% | 0.05% | +23.3% |
| Q1 2020 | $20,000 | – | 648 | – | 0.04% | – |
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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% |