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 | $1,499,883 | -3.4% | 28,575 | +0.1% | 0.54% | -4.1% |
Q2 2023 | $1,553,463 | +6.2% | 28,535 | -1.6% | 0.56% | +0.7% |
Q1 2023 | $1,462,735 | +8.2% | 29,005 | +1.5% | 0.56% | -3.3% |
Q4 2022 | $1,351,496 | +10.8% | 28,579 | +3.3% | 0.58% | +7.2% |
Q3 2022 | $1,220,000 | -5.2% | 27,657 | -0.2% | 0.54% | -3.4% |
Q2 2022 | $1,287,000 | -13.3% | 27,699 | +3.7% | 0.56% | -23.4% |
Q1 2022 | $1,485,000 | -7.6% | 26,717 | -2.9% | 0.73% | -2.7% |
Q4 2021 | $1,608,000 | +13.9% | 27,503 | +3.2% | 0.75% | +6.7% |
Q3 2021 | $1,412,000 | -6.9% | 26,641 | -6.9% | 0.70% | -12.6% |
Q2 2021 | $1,516,000 | +6.8% | 28,617 | -0.8% | 0.80% | -9.9% |
Q1 2021 | $1,419,000 | +10.0% | 28,852 | +3.1% | 0.89% | 0.0% |
Q4 2020 | $1,290,000 | +11.5% | 27,998 | -1.0% | 0.89% | -7.3% |
Q3 2020 | $1,157,000 | +12.4% | 28,293 | +3.9% | 0.96% | +6.9% |
Q2 2020 | $1,029,000 | +31.4% | 27,244 | +9.4% | 0.90% | +13.4% |
Q1 2020 | $783,000 | -19.1% | 24,903 | +2.6% | 0.79% | -10.7% |
Q4 2019 | $968,000 | -5.7% | 24,274 | -13.0% | 0.89% | +5.3% |
Q3 2019 | $1,026,000 | +12.7% | 27,914 | +11.9% | 0.84% | +14.7% |
Q2 2019 | $910,000 | +297.4% | 24,947 | +283.2% | 0.73% | +324.3% |
Q1 2019 | $229,000 | +301.8% | 6,510 | +254.0% | 0.17% | +260.4% |
Q4 2018 | $57,000 | -3.4% | 1,839 | +12.4% | 0.05% | +9.1% |
Q3 2018 | $59,000 | +5.4% | 1,636 | 0.0% | 0.04% | +4.8% |
Q2 2018 | $56,000 | -60.6% | 1,636 | -62.2% | 0.04% | -60.0% |
Q1 2018 | $142,000 | – | 4,330 | – | 0.10% | – |
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% |