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 | $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 ↓ |
|---|---|---|---|
| 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% |