SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $86,000 | -95.4% | 1,852 | -96.9% | 0.02% | -94.8% |
| Q1 2020 | $1,859,000 | -19.3% | 59,117 | +2.3% | 0.35% | +0.9% |
| Q4 2019 | $2,303,000 | +22.9% | 57,780 | +13.3% | 0.34% | +23.8% |
| Q3 2019 | $1,874,000 | -1.2% | 51,016 | -1.9% | 0.28% | +9.1% |
| Q2 2019 | $1,896,000 | -2.5% | 52,012 | -5.9% | 0.25% | -2.7% |
| Q1 2019 | $1,945,000 | -0.5% | 55,298 | -12.5% | 0.26% | -12.7% |
| Q4 2018 | $1,954,000 | -53.3% | 63,201 | -45.3% | 0.30% | -46.0% |
| Q3 2018 | $4,185,000 | – | 115,615 | – | 0.55% | – |
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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% |