SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $109,606 | +56.1% | 2,013 | +44.6% | 0.05% | +27.8% |
Q1 2023 | $70,216 | +112.8% | 1,392 | +87.6% | 0.04% | +80.0% |
Q3 2022 | $33,000 | -5.7% | 742 | +0.4% | 0.02% | -4.8% |
Q2 2022 | $35,000 | -14.6% | 739 | +0.5% | 0.02% | -12.5% |
Q1 2022 | $41,000 | -4.7% | 735 | +0.3% | 0.02% | -7.7% |
Q4 2021 | $43,000 | +10.3% | 733 | +0.7% | 0.03% | -7.1% |
Q2 2021 | $39,000 | +8.3% | 728 | +0.4% | 0.03% | -6.7% |
Q1 2021 | $36,000 | +9.1% | 725 | +0.3% | 0.03% | +11.1% |
Q4 2020 | $33,000 | – | 723 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |