SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,032,398 | -6.5% | 38,720 | -3.0% | 0.72% | -3.6% |
Q2 2023 | $2,172,782 | +4.3% | 39,911 | -3.4% | 0.74% | -2.2% |
Q1 2023 | $2,082,784 | +5.1% | 41,300 | -1.5% | 0.76% | +0.9% |
Q4 2022 | $1,982,373 | +3.2% | 41,919 | -3.7% | 0.75% | -6.8% |
Q3 2022 | $1,920,000 | -15.6% | 43,534 | -11.0% | 0.81% | -9.3% |
Q2 2022 | $2,274,000 | -26.7% | 48,926 | -12.4% | 0.89% | -16.3% |
Q1 2022 | $3,104,000 | -10.2% | 55,863 | -5.6% | 1.06% | -6.2% |
Q4 2021 | $3,457,000 | +6.9% | 59,147 | -3.1% | 1.13% | -2.9% |
Q3 2021 | $3,234,000 | -1.6% | 61,035 | -1.6% | 1.17% | -2.8% |
Q2 2021 | $3,285,000 | -6.6% | 62,010 | -13.3% | 1.20% | -12.5% |
Q1 2021 | $3,518,000 | -3.3% | 71,534 | -9.4% | 1.37% | -8.0% |
Q4 2020 | $3,637,000 | +5.0% | 78,925 | -6.8% | 1.49% | -6.7% |
Q3 2020 | $3,464,000 | +1.8% | 84,724 | -5.9% | 1.60% | -3.2% |
Q2 2020 | $3,402,000 | +2.9% | 90,052 | -14.3% | 1.65% | -8.3% |
Q1 2020 | $3,306,000 | -14.0% | 105,135 | +9.0% | 1.80% | +18.6% |
Q4 2019 | $3,843,000 | +25.3% | 96,436 | +15.5% | 1.52% | +13.2% |
Q3 2019 | $3,066,000 | +16.1% | 83,461 | +15.2% | 1.34% | +14.6% |
Q2 2019 | $2,641,000 | +23.8% | 72,439 | +19.4% | 1.17% | +20.2% |
Q1 2019 | $2,133,000 | +64.2% | 60,647 | +44.3% | 0.97% | +52.4% |
Q4 2018 | $1,299,000 | +1609.2% | 42,042 | +1876.6% | 0.64% | +1896.9% |
Q3 2018 | $76,000 | – | 2,127 | – | 0.03% | – |
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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% |