SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,452 | -1.9% | 5,591 | +1.8% | 0.01% | -12.5% |
| Q2 2023 | $299,091 | +29.5% | 5,494 | -25.1% | 0.02% | -61.9% |
| Q1 2020 | $231,000 | -50.7% | 7,337 | -37.6% | 0.04% | -34.4% |
| Q4 2019 | $469,000 | -47.5% | 11,755 | -51.7% | 0.06% | -54.0% |
| Q3 2019 | $893,000 | +43.3% | 24,318 | +42.4% | 0.14% | +39.0% |
| Q2 2019 | $623,000 | +9.7% | 17,081 | +5.8% | 0.10% | -6.5% |
| Q1 2019 | $568,000 | +6.8% | 16,140 | +0.4% | 0.11% | -5.3% |
| Q4 2018 | $532,000 | – | 16,073 | – | 0.11% | – |
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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% |