SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
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% | – |
Download | ||||||
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% |