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 | $2,973,888 | +7.3% | 56,656 | +11.3% | 1.84% | +8.9% |
| Q2 2023 | $2,771,243 | +12.8% | 50,905 | +4.5% | 1.69% | +5.1% |
| Q1 2023 | $2,455,980 | +15.1% | 48,701 | +8.0% | 1.61% | +6.1% |
| Q4 2022 | $2,133,111 | +14.0% | 45,107 | +6.4% | 1.52% | +1.3% |
| Q3 2022 | $1,871,000 | +12.3% | 42,408 | +18.3% | 1.50% | +15.4% |
| Q2 2022 | $1,666,000 | -15.3% | 35,849 | +1.3% | 1.30% | -6.1% |
| Q1 2022 | $1,967,000 | +3.8% | 35,385 | +9.1% | 1.38% | +6.1% |
| Q4 2021 | $1,895,000 | +31.3% | 32,421 | +19.0% | 1.30% | +19.4% |
| Q3 2021 | $1,443,000 | +18.4% | 27,238 | +18.4% | 1.09% | +14.6% |
| Q2 2021 | $1,219,000 | +39.2% | 23,014 | +29.3% | 0.95% | +25.4% |
| Q1 2021 | $876,000 | +27.3% | 17,803 | +19.3% | 0.76% | +21.6% |
| Q4 2020 | $688,000 | +83.0% | 14,924 | +50.0% | 0.62% | +19.3% |
| Q2 2020 | $376,000 | -13.4% | 9,947 | -27.9% | 0.52% | -7.7% |
| Q1 2020 | $434,000 | -60.1% | 13,794 | -49.5% | 0.57% | -48.0% |
| Q4 2019 | $1,088,000 | – | 27,294 | – | 1.09% | – |
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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% |