SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,952,042 | -0.4% | 37,189 | +3.3% | 0.70% | +1.0% |
| Q2 2023 | $1,959,766 | +16.9% | 35,999 | +8.3% | 0.70% | +7.9% |
| Q1 2023 | $1,676,945 | +7.3% | 33,253 | +0.6% | 0.64% | -0.3% |
| Q4 2022 | $1,563,006 | +1.0% | 33,052 | -5.7% | 0.65% | -0.9% |
| Q3 2022 | $1,547,000 | -1.7% | 35,061 | +3.6% | 0.65% | -3.8% |
| Q2 2022 | $1,573,000 | -14.6% | 33,847 | +2.2% | 0.68% | +5.0% |
| Q1 2022 | $1,841,000 | -0.8% | 33,124 | +4.3% | 0.65% | +6.4% |
| Q4 2021 | $1,856,000 | +14.6% | 31,746 | +3.9% | 0.61% | +9.2% |
| Q3 2021 | $1,619,000 | +4.6% | 30,552 | +4.6% | 0.56% | +8.6% |
| Q2 2021 | $1,548,000 | +14.2% | 29,219 | +6.1% | 0.51% | +2.8% |
| Q1 2021 | $1,355,000 | +18.2% | 27,542 | +10.8% | 0.50% | +10.2% |
| Q4 2020 | $1,146,000 | +9.6% | 24,855 | -2.9% | 0.45% | -8.5% |
| Q3 2020 | $1,046,000 | +10.2% | 25,587 | +1.9% | 0.49% | +5.3% |
| Q2 2020 | $949,000 | 0.0% | 25,121 | -16.7% | 0.47% | -22.6% |
| Q1 2020 | $949,000 | -28.3% | 30,160 | -9.2% | 0.61% | -4.3% |
| Q4 2019 | $1,324,000 | +8.2% | 33,208 | -0.3% | 0.63% | +4.3% |
| Q3 2019 | $1,224,000 | +5.8% | 33,303 | +5.0% | 0.61% | -4.1% |
| Q2 2019 | $1,157,000 | +29.3% | 31,722 | +24.7% | 0.63% | +32.4% |
| Q1 2019 | $895,000 | -2.4% | 25,444 | -14.2% | 0.48% | -19.1% |
| Q4 2018 | $917,000 | +174.6% | 29,652 | +221.7% | 0.59% | +233.9% |
| Q3 2018 | $334,000 | +4.4% | 9,218 | -2.2% | 0.18% | +2.3% |
| Q2 2018 | $320,000 | – | 9,427 | – | 0.17% | – |
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% |