SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221 | -3.5% | 4,214 | 0.0% | 0.02% | -15.0% |
| Q2 2023 | $229 | +7.5% | 4,214 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $213 | -99.9% | 4,214 | -0.9% | 0.02% | -20.0% |
| Q1 2022 | $236,000 | -5.2% | 4,252 | 0.0% | 0.02% | -7.4% |
| Q4 2021 | $249,000 | -25.2% | 4,252 | -41.1% | 0.03% | -46.0% |
| Q4 2020 | $333,000 | +12.9% | 7,221 | 0.0% | 0.05% | +13.6% |
| Q3 2020 | $295,000 | +8.1% | 7,221 | 0.0% | 0.04% | +7.3% |
| Q2 2020 | $273,000 | +4.2% | 7,221 | -13.5% | 0.04% | -26.8% |
| Q1 2020 | $262,000 | -47.4% | 8,346 | -33.2% | 0.06% | -41.7% |
| Q4 2019 | $498,000 | +3.3% | 12,501 | -4.8% | 0.10% | -5.9% |
| Q3 2019 | $482,000 | +25.2% | 13,131 | +24.5% | 0.10% | +21.4% |
| Q2 2019 | $385,000 | – | 10,551 | – | 0.08% | – |
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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% |