SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,360,151 | -5.0% | 25,913 | -1.5% | 0.13% | -0.8% |
Q2 2023 | $1,432,221 | +8.0% | 26,308 | +0.1% | 0.13% | +3.2% |
Q1 2023 | $1,325,879 | +5.6% | 26,291 | -1.0% | 0.12% | +1.6% |
Q4 2022 | $1,255,997 | -2.6% | 26,559 | -9.1% | 0.12% | -12.8% |
Q3 2022 | $1,289,000 | -12.7% | 29,218 | -8.0% | 0.14% | -9.6% |
Q2 2022 | $1,476,000 | -16.9% | 31,756 | -0.7% | 0.16% | -7.1% |
Q1 2022 | $1,776,000 | -3.6% | 31,964 | +1.4% | 0.17% | -3.4% |
Q4 2021 | $1,843,000 | +18.0% | 31,531 | +6.9% | 0.17% | +8.8% |
Q3 2021 | $1,562,000 | -0.6% | 29,483 | -0.6% | 0.16% | -31.9% |
Q2 2021 | $1,571,000 | +0.4% | 29,667 | -6.7% | 0.24% | -26.3% |
Q1 2021 | $1,565,000 | +7.2% | 31,807 | +0.4% | 0.32% | +3.9% |
Q4 2020 | $1,460,000 | +10.4% | 31,682 | -2.1% | 0.31% | -2.5% |
Q3 2020 | $1,323,000 | +6.7% | 32,353 | -1.4% | 0.32% | -1.9% |
Q2 2020 | $1,240,000 | +31.1% | 32,822 | +9.1% | 0.32% | +13.0% |
Q1 2020 | $946,000 | -14.4% | 30,083 | +8.5% | 0.28% | +4.4% |
Q4 2019 | $1,105,000 | +9.1% | 27,730 | +0.6% | 0.27% | +5.4% |
Q3 2019 | $1,013,000 | +1.5% | 27,575 | +0.8% | 0.26% | +2.0% |
Q2 2019 | $998,000 | 0.0% | 27,360 | -3.6% | 0.25% | -2.7% |
Q1 2019 | $998,000 | -22.0% | 28,370 | -31.5% | 0.26% | -24.2% |
Q4 2018 | $1,279,000 | +68.7% | 41,387 | +97.7% | 0.34% | +75.9% |
Q3 2018 | $758,000 | +8.0% | 20,937 | +1.3% | 0.20% | +5.4% |
Q2 2018 | $702,000 | +11.1% | 20,660 | +7.3% | 0.18% | +10.8% |
Q1 2018 | $632,000 | +107.9% | 19,249 | +110.3% | 0.17% | +125.7% |
Q4 2017 | $304,000 | – | 9,152 | – | 0.07% | – |
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% |