SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 192 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,306 | -3.6% | 444 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,171 | +7.9% | 444 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,391 | +13.5% | 444 | +6.5% | 0.01% | +14.3% |
| Q4 2022 | $19,720 | +9.6% | 417 | 0.0% | 0.01% | -83.3% |
| Q3 2022 | $18,000 | -5.3% | 417 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $19,000 | -17.4% | 417 | 0.0% | 0.04% | +272.7% |
| Q1 2022 | $23,000 | -4.2% | 417 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $24,000 | +9.1% | 417 | +2.2% | 0.01% | -70.6% |
| Q3 2021 | $22,000 | +4.8% | 408 | +3.0% | 0.03% | +277.8% |
| Q2 2021 | $21,000 | +10.5% | 396 | 0.0% | 0.01% | +28.6% |
| Q1 2021 | $19,000 | +11.8% | 396 | +7.3% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 369 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 369 | +3.7% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 356 | 0.0% | 0.01% | -30.0% |
| Q1 2020 | $11,000 | -15.4% | 356 | +6.6% | 0.01% | +42.9% |
| Q4 2019 | $13,000 | +18.2% | 334 | +7.4% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | +37.5% | 311 | +47.4% | 0.01% | +40.0% |
| Q2 2019 | $8,000 | +60.0% | 211 | +63.6% | 0.01% | +66.7% |
| Q1 2019 | $5,000 | -100.0% | 129 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $13,012,000 | +9.1% | 359,442 | +2.4% | 8.24% | +2.5% |
| Q2 2018 | $11,928,000 | +85100.0% | 350,919 | +86546.7% | 8.03% | +80240.0% |
| Q4 2017 | $14,000 | – | 405 | – | 0.01% | – |
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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% |