SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $357 | -13.3% | 6,812 | -10.2% | 0.04% | -11.1% |
Q2 2023 | $412 | +6.7% | 7,582 | -1.1% | 0.04% | 0.0% |
Q1 2023 | $386 | -79.0% | 7,668 | -80.3% | 0.04% | -76.9% |
Q4 2022 | $1,841 | -99.9% | 38,935 | -50.0% | 0.20% | -48.0% |
Q3 2022 | $3,438,000 | -21.7% | 77,919 | -17.6% | 0.38% | -36.2% |
Q2 2022 | $4,393,000 | -53.1% | 94,551 | -43.9% | 0.59% | -28.6% |
Q1 2022 | $9,372,000 | -1.5% | 168,614 | +3.6% | 0.82% | +6.2% |
Q4 2021 | $9,513,000 | +16.0% | 162,781 | +5.1% | 0.78% | +14.8% |
Q3 2021 | $8,202,000 | -1.5% | 154,817 | -1.5% | 0.68% | -35.8% |
Q2 2021 | $8,330,000 | +41.8% | 157,220 | +31.6% | 1.05% | +15.0% |
Q1 2021 | $5,876,000 | +4.3% | 119,435 | -2.3% | 0.92% | +1.3% |
Q4 2020 | $5,635,000 | +304.5% | 122,246 | +222.5% | 0.90% | +188.8% |
Q3 2019 | $1,393,000 | – | 37,905 | – | 0.31% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |