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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,878 | -99.9% | 187,744 | -18.6% | 4.29% | -15.6% |
| Q3 2022 | $10,176,000 | +0.2% | 230,705 | +5.6% | 5.08% | +0.1% |
| Q2 2022 | $10,155,000 | -13.8% | 218,479 | +3.1% | 5.08% | -10.0% |
| Q1 2022 | $11,782,000 | +79.7% | 211,980 | +89.0% | 5.64% | +82.8% |
| Q4 2021 | $6,555,000 | +12.7% | 112,145 | +2.1% | 3.09% | +14.7% |
| Q3 2021 | $5,818,000 | -1.7% | 109,791 | -1.8% | 2.69% | -0.1% |
| Q2 2021 | $5,921,000 | -45.8% | 111,781 | -49.6% | 2.70% | -49.4% |
| Q1 2021 | $10,919,000 | +7.6% | 221,980 | +0.8% | 5.33% | +1.4% |
| Q4 2020 | $10,148,000 | +13.2% | 220,175 | +0.4% | 5.26% | +1.1% |
| Q3 2020 | $8,964,000 | +12.4% | 219,226 | +3.9% | 5.20% | +7.6% |
| Q2 2020 | $7,972,000 | – | 211,019 | – | 4.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |