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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,006 | -31.7% | 3,677 | -29.1% | 0.02% | -29.4% |
| Q2 2023 | $282,381 | +3.5% | 5,187 | -4.2% | 0.03% | -5.6% |
| Q1 2023 | $272,928 | +6.6% | 5,412 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $255,933 | +0.4% | 5,412 | -6.4% | 0.04% | -7.7% |
| Q3 2022 | $255,000 | -1.5% | 5,781 | +3.6% | 0.04% | 0.0% |
| Q2 2022 | $259,000 | -18.6% | 5,578 | -2.6% | 0.04% | -7.1% |
| Q1 2022 | $318,000 | -19.9% | 5,728 | -15.7% | 0.04% | -12.5% |
| Q4 2021 | $397,000 | +10.3% | 6,797 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $360,000 | -1.6% | 6,797 | -1.7% | 0.05% | -4.0% |
| Q2 2021 | $366,000 | -1.3% | 6,914 | -8.2% | 0.05% | -7.4% |
| Q1 2021 | $371,000 | +5.7% | 7,534 | -1.2% | 0.05% | -6.9% |
| Q4 2020 | $351,000 | +10.7% | 7,623 | -1.5% | 0.06% | -9.4% |
| Q3 2020 | $317,000 | +5.0% | 7,741 | -3.3% | 0.06% | -1.5% |
| Q2 2020 | $302,000 | -14.2% | 8,006 | -28.5% | 0.06% | -23.5% |
| Q1 2020 | $352,000 | -25.7% | 11,190 | -5.9% | 0.08% | -5.6% |
| Q4 2019 | $474,000 | -20.1% | 11,894 | -26.3% | 0.09% | -25.6% |
| Q3 2019 | $593,000 | -8.2% | 16,144 | -8.9% | 0.12% | -8.3% |
| Q2 2019 | $646,000 | +0.8% | 17,719 | -2.8% | 0.13% | -4.3% |
| Q1 2019 | $641,000 | -1.4% | 18,223 | -13.3% | 0.14% | -6.1% |
| Q4 2018 | $650,000 | -81.7% | 21,030 | -79.9% | 0.15% | -80.4% |
| Q2 2018 | $3,551,000 | -19.0% | 104,471 | -21.8% | 0.75% | -19.9% |
| Q1 2018 | $4,383,000 | +58.3% | 133,560 | +60.2% | 0.94% | +60.9% |
| Q4 2017 | $2,769,000 | – | 83,389 | – | 0.58% | – |
Download | ||||||
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% |