SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,765 | -3.6% | 7,978 | -0.0% | 0.12% | +95.3% |
| Q2 2023 | $434,377 | -5.4% | 7,979 | -12.4% | 0.06% | -53.6% |
| Q1 2023 | $459,115 | +6.2% | 9,104 | -0.4% | 0.14% | +1.5% |
| Q4 2022 | $432,278 | +21.1% | 9,141 | +14.9% | 0.14% | +10.6% |
| Q3 2022 | $357,000 | -16.0% | 7,958 | -10.4% | 0.12% | -9.6% |
| Q2 2022 | $425,000 | -24.6% | 8,884 | -12.5% | 0.14% | -13.9% |
| Q1 2022 | $564,000 | +97.2% | 10,148 | +107.5% | 0.16% | +107.9% |
| Q4 2021 | $286,000 | +14.4% | 4,891 | +3.9% | 0.08% | +2.7% |
| Q3 2021 | $250,000 | – | 4,709 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |