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 | $15,118 | -18.8% | 288 | -15.8% | 0.00% | -25.0% |
| Q2 2023 | $18,619 | -9.7% | 342 | -16.4% | 0.00% | 0.0% |
| Q1 2023 | $20,626 | +1.2% | 409 | -5.1% | 0.00% | -20.0% |
| Q4 2022 | $20,382 | -15.1% | 431 | -19.3% | 0.01% | -28.6% |
| Q3 2022 | $24,000 | -7.7% | 534 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | +225.0% | 553 | +306.6% | 0.01% | +75.0% |
| Q1 2022 | $8,000 | -80.0% | 136 | -80.1% | 0.00% | -63.6% |
| Q4 2021 | $40,000 | -46.7% | 683 | -51.8% | 0.01% | -56.0% |
| Q3 2021 | $75,000 | -20.2% | 1,418 | -20.3% | 0.02% | -26.5% |
| Q2 2021 | $94,000 | +2.2% | 1,780 | -4.6% | 0.03% | -15.0% |
| Q1 2021 | $92,000 | +10.8% | 1,865 | +3.6% | 0.04% | +8.1% |
| Q4 2020 | $83,000 | +2.5% | 1,801 | -8.9% | 0.04% | -11.9% |
| Q3 2020 | $81,000 | -1.2% | 1,978 | -9.0% | 0.04% | -6.7% |
| Q2 2020 | $82,000 | +24.2% | 2,174 | +4.3% | 0.04% | +4.7% |
| Q1 2020 | $66,000 | +11.9% | 2,085 | +41.1% | 0.04% | +43.3% |
| Q4 2019 | $59,000 | +11.3% | 1,478 | +3.1% | 0.03% | +3.4% |
| Q3 2019 | $53,000 | +3.9% | 1,434 | +2.0% | 0.03% | +3.6% |
| Q2 2019 | $51,000 | -10.5% | 1,406 | -13.6% | 0.03% | -12.5% |
| Q1 2019 | $57,000 | +16.3% | 1,627 | +3.2% | 0.03% | +3.2% |
| Q4 2018 | $49,000 | +16.7% | 1,577 | +35.8% | 0.03% | +34.8% |
| Q3 2018 | $42,000 | +7.7% | 1,161 | +1.7% | 0.02% | 0.0% |
| Q2 2018 | $39,000 | +44.4% | 1,142 | +37.3% | 0.02% | +43.8% |
| Q1 2018 | $27,000 | – | 832 | – | 0.02% | – |
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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% |