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 | $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 ↓ |
---|---|---|---|
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% |