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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,347 | -2.1% | 14,276 | +1.5% | 0.05% | +2.0% |
| Q2 2023 | $765,699 | -3.3% | 14,065 | -10.5% | 0.05% | -7.4% |
| Q1 2023 | $792,104 | +25.4% | 15,707 | +17.6% | 0.05% | +20.0% |
| Q4 2022 | $631,463 | -75.3% | 13,353 | -80.8% | 0.04% | -88.3% |
| Q3 2019 | $2,556,000 | -27.3% | 69,564 | -27.9% | 0.38% | -30.9% |
| Q2 2019 | $3,516,000 | +186.3% | 96,423 | +176.3% | 0.55% | +100.0% |
| Q1 2019 | $1,228,000 | +6.1% | 34,899 | -6.8% | 0.28% | -16.8% |
| Q4 2018 | $1,157,000 | -21.8% | 37,447 | -8.4% | 0.33% | -14.0% |
| Q3 2018 | $1,480,000 | +130.9% | 40,872 | +116.9% | 0.39% | +116.2% |
| Q2 2018 | $641,000 | +19.4% | 18,847 | +15.2% | 0.18% | +98.9% |
| Q1 2018 | $537,000 | – | 16,361 | – | 0.09% | – |
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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% |