SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 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 ↓ |
|---|---|---|---|
| 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% |