SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |