SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,189 | -33.0% | 10,693 | -30.5% | 0.05% | -29.3% |
| Q2 2023 | $837,550 | -2.0% | 15,385 | -9.2% | 0.08% | -10.7% |
| Q1 2023 | $854,763 | +10.7% | 16,950 | -3.2% | 0.08% | -2.3% |
| Q3 2022 | $772,000 | +5.9% | 17,506 | +11.6% | 0.09% | +6.2% |
| Q2 2022 | $729,000 | -10.2% | 15,681 | +7.3% | 0.08% | +2.5% |
| Q1 2022 | $812,000 | -76.6% | 14,618 | -75.4% | 0.08% | -76.1% |
| Q4 2021 | $3,475,000 | -2.2% | 59,481 | -11.3% | 0.33% | -12.4% |
| Q3 2021 | $3,552,000 | -0.6% | 67,036 | -0.7% | 0.38% | +0.5% |
| Q2 2021 | $3,575,000 | +7.2% | 67,493 | -0.4% | 0.38% | -4.6% |
| Q1 2021 | $3,335,000 | +402.3% | 67,789 | +370.3% | 0.39% | +374.7% |
| Q4 2020 | $664,000 | -13.7% | 14,415 | -23.4% | 0.08% | -27.2% |
| Q3 2020 | $769,000 | +20.9% | 18,816 | +11.8% | 0.11% | +10.7% |
| Q2 2020 | $636,000 | +17.6% | 16,828 | -2.2% | 0.10% | -1.0% |
| Q1 2020 | $541,000 | -3.7% | 17,204 | +22.0% | 0.10% | +14.3% |
| Q4 2019 | $562,000 | +322.6% | 14,100 | -44.4% | 0.09% | +4450.0% |
| Q3 2018 | $133,000 | -82.1% | 25,355 | -0.1% | 0.00% | -75.0% |
| Q2 2018 | $745,000 | – | 25,383 | – | 0.01% | – |
Download | ||||||
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% |