SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,263,710 | +4.0% | 119,332 | +7.9% | 0.32% | +1.3% |
Q2 2023 | $6,021,827 | +17.0% | 110,614 | +8.4% | 0.31% | +6.8% |
Q1 2023 | $5,147,843 | +28.6% | 102,079 | +20.6% | 0.29% | +17.1% |
Q4 2022 | $4,002,252 | +7.8% | 84,632 | +0.6% | 0.25% | -11.0% |
Q3 2022 | $3,711,000 | -2.8% | 84,136 | +2.4% | 0.28% | -16.3% |
Q2 2022 | $3,819,000 | +296.2% | 82,165 | +373.6% | 0.34% | +361.6% |
Q1 2022 | $964,000 | -47.5% | 17,350 | -44.7% | 0.07% | -45.9% |
Q4 2021 | $1,835,000 | +86.3% | 31,400 | +69.0% | 0.14% | +68.8% |
Q3 2021 | $985,000 | -4.0% | 18,581 | -4.1% | 0.08% | +23.1% |
Q2 2021 | $1,026,000 | -30.4% | 19,367 | -35.4% | 0.06% | -38.7% |
Q1 2021 | $1,475,000 | -21.2% | 29,979 | -26.2% | 0.11% | -32.1% |
Q4 2020 | $1,872,000 | +10.5% | 40,617 | -2.0% | 0.16% | -8.2% |
Q3 2020 | $1,694,000 | +17.2% | 41,425 | +8.2% | 0.17% | -14.1% |
Q2 2020 | $1,446,000 | +186.3% | 38,271 | +138.3% | 0.20% | +171.2% |
Q1 2020 | $505,000 | +480.5% | 16,061 | +494.9% | 0.07% | +217.4% |
Q1 2018 | $87,000 | -9.4% | 2,700 | -4.1% | 0.02% | -8.0% |
Q4 2017 | $96,000 | +7.9% | 2,814 | +500.0% | 0.02% | -34.2% |
Q3 2017 | $89,000 | +58.9% | 469 | 0.0% | 0.04% | +40.7% |
Q2 2017 | $56,000 | -13.8% | 469 | +27.1% | 0.03% | -37.2% |
Q1 2017 | $65,000 | +44.4% | 369 | +37.2% | 0.04% | +26.5% |
Q4 2016 | $45,000 | – | 269 | – | 0.03% | – |
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% |