SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,746 | -3.6% | 4,396 | 0.0% | 0.04% | -5.1% |
| Q2 2023 | $239,318 | -1.9% | 4,396 | -9.1% | 0.04% | -7.1% |
| Q1 2023 | $243,980 | +6.6% | 4,838 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $228,789 | -17.7% | 4,838 | -23.3% | 0.04% | -28.8% |
| Q3 2022 | $278,000 | +14.9% | 6,306 | +21.2% | 0.06% | +18.0% |
| Q2 2022 | $242,000 | -16.3% | 5,203 | 0.0% | 0.05% | -5.7% |
| Q1 2022 | $289,000 | +863.3% | 5,203 | +502.2% | 0.05% | +307.7% |
| Q1 2019 | $30,000 | +11.1% | 864 | 0.0% | 0.01% | -13.3% |
| Q4 2018 | $27,000 | -12.9% | 864 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $31,000 | +6.9% | 864 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $29,000 | +3.6% | 864 | 0.0% | 0.01% | -17.6% |
| Q1 2018 | $28,000 | -3.4% | 864 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $29,000 | +7.4% | 864 | +500.0% | 0.02% | 0.0% |
| Q3 2017 | $27,000 | +3.8% | 144 | 0.0% | 0.02% | +5.9% |
| Q2 2017 | $26,000 | +4.0% | 144 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $25,000 | +4.2% | 144 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $24,000 | +4.3% | 144 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $23,000 | +4.5% | 144 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $22,000 | 0.0% | 144 | 0.0% | 0.02% | -5.0% |
| Q1 2016 | $22,000 | 0.0% | 144 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $22,000 | +10.0% | 144 | 0.0% | 0.02% | +11.1% |
| Q3 2015 | $20,000 | -9.1% | 144 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $22,000 | 0.0% | 144 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $22,000 | 0.0% | 144 | 0.0% | 0.02% | +12.5% |
| Q4 2014 | $22,000 | – | 144 | – | 0.02% | – |
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% |