SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
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% | – |
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% |