SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,478 | -0.7% | 504,435 | +3.0% | 9.71% | +1.4% |
| Q2 2023 | $26,663 | +9.3% | 489,769 | +1.2% | 9.58% | +1.1% |
| Q1 2023 | $24,404 | +9.2% | 483,923 | +2.4% | 9.47% | -0.7% |
| Q4 2022 | $22,349 | -99.9% | 472,600 | +2.3% | 9.53% | +8.9% |
| Q3 2022 | $20,385,000 | +13.5% | 462,146 | +19.6% | 8.76% | +19.5% |
| Q2 2022 | $17,954,000 | -15.7% | 386,276 | +0.8% | 7.33% | -1.0% |
| Q1 2022 | $21,291,000 | -7.3% | 383,070 | -2.5% | 7.40% | -2.6% |
| Q4 2021 | $22,976,000 | +9.7% | 393,090 | -0.6% | 7.60% | +4.0% |
| Q3 2021 | $20,947,000 | +4.3% | 395,305 | +4.2% | 7.30% | +1.1% |
| Q2 2021 | $20,087,000 | -5.2% | 379,209 | -11.9% | 7.22% | -14.9% |
| Q1 2021 | $21,184,000 | +6.8% | 430,663 | +0.1% | 8.49% | +3.0% |
| Q4 2020 | $19,833,000 | +10.2% | 430,304 | -2.2% | 8.24% | +8.2% |
| Q3 2020 | $17,991,000 | -5.7% | 439,989 | -12.9% | 7.62% | -16.1% |
| Q2 2020 | $19,087,000 | +21.3% | 505,205 | +1.0% | 9.07% | +15.9% |
| Q1 2020 | $15,738,000 | -3.1% | 500,424 | +22.8% | 7.83% | +1.6% |
| Q4 2019 | $16,243,000 | +8.2% | 407,511 | -0.3% | 7.70% | -1.5% |
| Q3 2019 | $15,018,000 | +1.5% | 408,775 | +0.7% | 7.82% | +1.4% |
| Q2 2019 | $14,795,000 | +6.7% | 405,792 | +2.9% | 7.71% | +0.5% |
| Q1 2019 | $13,871,000 | +83.0% | 394,290 | +60.8% | 7.67% | +81.9% |
| Q4 2018 | $7,581,000 | -15.4% | 245,264 | -0.9% | 4.22% | -6.3% |
| Q3 2018 | $8,956,000 | +7.0% | 247,394 | +0.5% | 4.50% | -0.2% |
| Q2 2018 | $8,370,000 | -0.7% | 246,258 | -4.1% | 4.51% | -8.7% |
| Q1 2018 | $8,430,000 | +3613.7% | 256,844 | +3655.6% | 4.94% | +3530.9% |
| Q4 2017 | $227,000 | – | 6,839 | – | 0.14% | – |
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% |