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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,085,121 | +5.1% | 19,932 | -2.7% | 0.18% | -6.2% |
Q1 2023 | $1,032,530 | +6.2% | 20,475 | -0.4% | 0.19% | -4.0% |
Q4 2022 | $972,162 | +43.0% | 20,557 | +33.3% | 0.20% | +47.8% |
Q3 2022 | $680,000 | +0.6% | 15,417 | +6.0% | 0.14% | +7.1% |
Q2 2022 | $676,000 | -15.2% | 14,540 | +1.4% | 0.13% | -0.8% |
Q1 2022 | $797,000 | +0.4% | 14,336 | +5.6% | 0.13% | +10.3% |
Q4 2021 | $794,000 | +8.0% | 13,581 | -2.2% | 0.12% | +1.8% |
Q3 2021 | $735,000 | +10.9% | 13,880 | +10.4% | 0.11% | +7.5% |
Q2 2021 | $663,000 | +11.2% | 12,567 | +3.7% | 0.11% | -2.8% |
Q1 2021 | $596,000 | +12.0% | 12,118 | +5.0% | 0.11% | -0.9% |
Q4 2020 | $532,000 | +112.0% | 11,545 | +73.7% | 0.11% | +69.2% |
Q2 2020 | $251,000 | +23.0% | 6,645 | +2.5% | 0.06% | +1.6% |
Q1 2020 | $204,000 | – | 6,485 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 869,618 | $46,081,000 | 26.39% |
Financial Strategies Group, Inc. | 761,759 | $40,366,000 | 18.04% |
TRH Financial, LLC | 827,759 | $43,863,000 | 17.26% |
Shepherd Financial Partners LLC | 1,363,222 | $72,229,000 | 13.95% |
Leicht Financial Planning & Wealth Management, Inc. | 416,217 | $22,467,000 | 13.49% |
SENTINEL PENSION ADVISORS INC | 734,487 | $38,920,000 | 13.25% |
Blueprint Investment Partners LLC | 406,770 | $21,555,000 | 10.76% |
Astor Investment Management LLC | 881,352 | $46,702,000 | 10.38% |
Rockbridge Investment Management, LCC | 1,036,589 | $54,929,000 | 9.08% |
Annex Advisory Services, LLC | 2,068,029 | $109,587,000 | 8.96% |