SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,324 | 0.0% | 208 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,324 | +4.4% | 208 | -3.3% | 0.00% | 0.0% |
| Q1 2023 | $10,842 | +1228.7% | 215 | +1854.5% | 0.00% | – |
| Q4 2022 | $816 | -94.6% | 11 | -96.8% | 0.00% | -100.0% |
| Q3 2022 | $15,000 | -40.0% | 342 | -35.5% | 0.00% | -33.3% |
| Q2 2022 | $25,000 | -34.2% | 530 | -22.9% | 0.01% | -25.0% |
| Q1 2022 | $38,000 | +65.2% | 687 | +69.2% | 0.01% | +100.0% |
| Q4 2021 | $23,000 | +4.5% | 406 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 410 | -4.2% | 0.00% | -20.0% |
| Q2 2021 | $23,000 | +9.5% | 428 | -1.6% | 0.01% | -16.7% |
| Q1 2021 | $21,000 | +5.0% | 435 | -1.4% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +25.0% | 441 | +1.4% | 0.01% | 0.0% |
| Q2 2020 | $16,000 | 0.0% | 435 | -16.3% | 0.01% | -14.3% |
| Q1 2020 | $16,000 | -33.3% | 520 | -16.8% | 0.01% | -68.2% |
| Q4 2019 | $24,000 | – | 625 | – | 0.02% | – |
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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% |