SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,945,000 | -8.3% | 66,775 | -3.4% | 0.25% | -2.3% |
| Q2 2022 | $3,213,000 | -15.1% | 69,128 | +1.5% | 0.26% | -5.1% |
| Q1 2022 | $3,784,000 | -5.5% | 68,090 | -0.6% | 0.27% | -4.9% |
| Q4 2021 | $4,004,000 | +10.6% | 68,504 | +0.3% | 0.29% | -0.3% |
| Q3 2021 | $3,619,000 | +0.4% | 68,291 | +0.4% | 0.29% | -3.7% |
| Q2 2021 | $3,605,000 | +9.1% | 68,049 | +1.4% | 0.30% | -5.4% |
| Q1 2021 | $3,303,000 | +3.2% | 67,140 | -3.3% | 0.32% | -2.8% |
| Q4 2020 | $3,200,000 | +12.8% | 69,422 | +0.0% | 0.32% | -1.2% |
| Q3 2020 | $2,837,000 | +6.5% | 69,393 | -1.5% | 0.33% | -6.3% |
| Q2 2020 | $2,663,000 | +12.3% | 70,482 | -6.5% | 0.35% | -6.9% |
| Q1 2020 | $2,371,000 | -18.4% | 75,403 | +3.4% | 0.38% | +3.9% |
| Q4 2019 | $2,905,000 | +11.5% | 72,890 | +2.8% | 0.36% | +0.8% |
| Q3 2019 | $2,606,000 | +8.9% | 70,936 | +8.1% | 0.36% | +8.8% |
| Q2 2019 | $2,392,000 | +25.2% | 65,593 | +23.2% | 0.33% | +19.1% |
| Q1 2019 | $1,910,000 | +308.1% | 53,223 | +251.4% | 0.28% | +251.9% |
| Q4 2018 | $468,000 | +38.1% | 15,144 | +61.5% | 0.08% | +49.1% |
| Q3 2018 | $339,000 | +44.9% | 9,377 | +36.3% | 0.05% | +35.9% |
| Q2 2018 | $234,000 | – | 6,881 | – | 0.04% | – |
Download | ||||||
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% |