SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
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% | – |
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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% |