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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,861,000 | -3.5% | 33,483 | +1.4% | 0.74% | +1.7% |
Q4 2021 | $1,929,000 | +10.3% | 33,009 | 0.0% | 0.73% | -1.6% |
Q3 2021 | $1,749,000 | -0.3% | 33,009 | -0.4% | 0.74% | -7.2% |
Q2 2021 | $1,755,000 | +7.7% | 33,130 | 0.0% | 0.80% | +8.9% |
Q1 2021 | $1,630,000 | +5.2% | 33,130 | -1.5% | 0.73% | -3.6% |
Q4 2020 | $1,550,000 | +11.8% | 33,638 | -0.9% | 0.76% | -2.7% |
Q3 2020 | $1,387,000 | +9.3% | 33,930 | +1.0% | 0.78% | -2.0% |
Q2 2020 | $1,269,000 | +19.7% | 33,592 | -0.4% | 0.80% | +24.8% |
Q1 2020 | $1,060,000 | -25.6% | 33,712 | -5.6% | 0.64% | -7.3% |
Q4 2019 | $1,424,000 | +6.3% | 35,721 | -2.1% | 0.69% | -0.4% |
Q3 2019 | $1,340,000 | +1.1% | 36,472 | +0.3% | 0.69% | -4.3% |
Q2 2019 | $1,326,000 | +4.9% | 36,366 | +1.3% | 0.72% | +9.1% |
Q1 2019 | $1,264,000 | +17.9% | 35,916 | +3.6% | 0.66% | +13.0% |
Q4 2018 | $1,072,000 | -14.9% | 34,667 | -0.4% | 0.58% | -8.0% |
Q3 2018 | $1,260,000 | -4.0% | 34,794 | -9.9% | 0.64% | -13.2% |
Q2 2018 | $1,312,000 | -1.1% | 38,603 | -4.5% | 0.73% | -2.8% |
Q1 2018 | $1,327,000 | -5.3% | 40,435 | -4.2% | 0.75% | -10.2% |
Q4 2017 | $1,402,000 | – | 42,228 | – | 0.84% | – |
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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% |