SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $202,000 | -9.4% | 3,637 | -4.7% | 0.05% | -14.3% |
| Q4 2021 | $223,000 | +10.9% | 3,817 | +0.5% | 0.06% | -3.1% |
| Q3 2021 | $201,000 | +704.0% | 3,797 | +2398.0% | 0.06% | +282.4% |
| Q3 2016 | $25,000 | -62.7% | 152 | -64.7% | 0.02% | -63.8% |
| Q2 2016 | $67,000 | +1.5% | 431 | 0.0% | 0.05% | -2.1% |
| Q1 2016 | $66,000 | 0.0% | 431 | 0.0% | 0.05% | -4.0% |
| Q4 2015 | $66,000 | +8.2% | 431 | 0.0% | 0.05% | +4.2% |
| Q3 2015 | $61,000 | -9.0% | 431 | 0.0% | 0.05% | -12.7% |
| Q2 2015 | $67,000 | -19.3% | 431 | -19.7% | 0.06% | -35.3% |
| Q4 2014 | $83,000 | +5.1% | 537 | 0.0% | 0.08% | +23.2% |
| Q3 2014 | $79,000 | – | 537 | – | 0.07% | – |
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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% |