SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,032 | -3.5% | 6,040 | +0.1% | 0.05% | -34.9% |
| Q2 2023 | $328,394 | +7.5% | 6,032 | -0.4% | 0.08% | +7.8% |
| Q1 2023 | $305,402 | -93.3% | 6,056 | -93.7% | 0.08% | -93.4% |
| Q4 2022 | $4,552,948 | +1813.0% | 96,277 | +1768.0% | 1.17% | +1171.7% |
| Q4 2020 | $238,000 | -26.5% | 5,154 | -34.9% | 0.09% | -55.3% |
| Q3 2020 | $324,000 | -13.6% | 7,914 | -20.3% | 0.21% | -38.5% |
| Q2 2020 | $375,000 | -13.4% | 9,928 | -28.0% | 0.34% | -14.1% |
| Q1 2020 | $433,000 | -98.4% | 13,781 | -97.9% | 0.39% | -97.1% |
| Q4 2019 | $26,280,000 | – | 659,296 | – | 13.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 678,759 | $34,114,000 | 23.85% |
| TRH Financial, LLC | 863,078 | $42,455,000 | 21.57% |
| Financial Strategies Group, Inc. | 724,518 | $35,639,000 | 18.46% |
| Blueprint Investment Partners LLC | 462,455 | $22,748,000 | 17.71% |
| Shepherd Financial Partners LLC | 1,343,436 | $66,084,000 | 14.63% |
| Leicht Financial Planning & Wealth Management, Inc. | 427,454 | $21,026,000 | 13.61% |
| SENTINEL PENSION ADVISORS INC. | 721,494 | $35,490,000 | 13.02% |
| Professional Financial Advisors, LLC | 403,180 | $19,832,000 | 12.32% |
| Annex Advisory Services, LLC | 2,435,117 | $119,784,000 | 11.53% |
| Rosenberg Matthew Hamilton | 370,595 | $18,230,000 | 10.40% |