SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $459 | -6.1% | 9,108 | -11.9% | 0.04% | +9.4% |
| Q4 2022 | $489 | -99.9% | 10,334 | -33.2% | 0.03% | -38.5% |
| Q4 2021 | $905,000 | +23.8% | 15,477 | +12.1% | 0.05% | +6.1% |
| Q3 2021 | $731,000 | -8.2% | 13,804 | -8.2% | 0.05% | -7.5% |
| Q2 2021 | $796,000 | +5.3% | 15,034 | +3.3% | 0.05% | +103.8% |
| Q1 2021 | $756,000 | -30.7% | 14,559 | -38.5% | 0.03% | -44.7% |
| Q4 2020 | $1,091,000 | +198.1% | 23,666 | +164.7% | 0.05% | +161.1% |
| Q3 2020 | $366,000 | -95.3% | 8,942 | -95.7% | 0.02% | -95.8% |
| Q2 2020 | $7,850,000 | +54.3% | 207,777 | +28.4% | 0.43% | +14.3% |
| Q1 2020 | $5,088,000 | +620.7% | 161,790 | +813.6% | 0.38% | +598.1% |
| Q4 2019 | $706,000 | -45.7% | 17,710 | -49.9% | 0.05% | -49.5% |
| Q3 2019 | $1,299,000 | +180.6% | 35,354 | +168.5% | 0.11% | +105.8% |
| Q1 2019 | $463,000 | -12.8% | 13,168 | -23.3% | 0.05% | -30.7% |
| Q4 2018 | $531,000 | – | 17,163 | – | 0.08% | – |
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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% |