SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $81,388 | +8.0% | 1,495 | 0.0% | 0.18% | +15.9% |
| Q1 2023 | $75,393 | +2.6% | 1,495 | -3.8% | 0.15% | -9.0% |
| Q4 2022 | $73,489 | -91.1% | 1,554 | -91.3% | 0.17% | -52.7% |
| Q4 2020 | $822,000 | +2.1% | 17,849 | -3.2% | 0.35% | -2.2% |
| Q3 2020 | $805,000 | +2.7% | 18,432 | -3.0% | 0.36% | +8.8% |
| Q2 2020 | $784,000 | +5.2% | 19,000 | -8.9% | 0.33% | -0.6% |
| Q1 2020 | $745,000 | -23.0% | 20,855 | -10.2% | 0.33% | -5.9% |
| Q4 2019 | $968,000 | +10.9% | 23,234 | +1.7% | 0.35% | +1.4% |
| Q3 2019 | $873,000 | – | 22,840 | – | 0.35% | – |
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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% |