SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,765,000 | +12.2% | 59,478 | +41.1% | 0.42% | +26.7% |
| Q4 2021 | $2,464,000 | +73.6% | 42,161 | +57.4% | 0.33% | +55.9% |
| Q3 2021 | $1,419,000 | +136.1% | 26,778 | +135.8% | 0.21% | +131.9% |
| Q2 2021 | $601,000 | +4.9% | 11,355 | -2.6% | 0.09% | -6.2% |
| Q1 2021 | $573,000 | +16.0% | 11,656 | +8.8% | 0.10% | +1.0% |
| Q4 2020 | $494,000 | -20.6% | 10,718 | -29.5% | 0.10% | -36.0% |
| Q3 2020 | $622,000 | -0.8% | 15,207 | -17.0% | 0.15% | -32.4% |
| Q1 2020 | $627,000 | +16.8% | 18,313 | +37.7% | 0.22% | +39.6% |
| Q4 2019 | $537,000 | +18.8% | 13,296 | +8.2% | 0.16% | -0.6% |
| Q3 2019 | $452,000 | -31.4% | 12,291 | -30.2% | 0.16% | -36.8% |
| Q2 2019 | $659,000 | -45.7% | 17,620 | -48.9% | 0.25% | -48.7% |
| Q1 2019 | $1,213,000 | +22.2% | 34,492 | +7.3% | 0.49% | +1.6% |
| Q4 2018 | $993,000 | -18.5% | 32,139 | -4.5% | 0.48% | +41.4% |
| Q3 2018 | $1,218,000 | +7.7% | 33,649 | +1.1% | 0.34% | -1.7% |
| Q2 2018 | $1,131,000 | +14.9% | 33,275 | +11.0% | 0.35% | +2.0% |
| Q1 2018 | $984,000 | +329.7% | 29,979 | +334.2% | 0.34% | +317.1% |
| Q4 2017 | $229,000 | – | 6,904 | – | 0.08% | – |
Download | ||||||
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% |