SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $542,747 | -3.6% | 10,340 | 0.0% | 0.14% | -0.7% |
Q2 2023 | $562,910 | +8.0% | 10,340 | 0.0% | 0.14% | 0.0% |
Q1 2023 | $521,446 | +6.6% | 10,340 | 0.0% | 0.14% | +5.3% |
Q4 2022 | $488,979 | +7.2% | 10,340 | 0.0% | 0.13% | +6.4% |
Q3 2022 | $456,000 | -5.2% | 10,340 | 0.0% | 0.12% | +4.2% |
Q2 2022 | $481,000 | -16.3% | 10,340 | 0.0% | 0.12% | -0.8% |
Q1 2022 | $575,000 | -4.8% | 10,340 | 0.0% | 0.12% | +8.0% |
Q4 2021 | $604,000 | +10.2% | 10,340 | 0.0% | 0.11% | +0.9% |
Q3 2021 | $548,000 | -5.2% | 10,340 | 0.0% | 0.11% | -0.9% |
Q2 2021 | $578,000 | +13.6% | 10,340 | 0.0% | 0.11% | -4.3% |
Q1 2021 | $509,000 | +6.7% | 10,340 | 0.0% | 0.12% | +4.5% |
Q4 2020 | $477,000 | – | 10,340 | – | 0.11% | – |
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% |