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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 869,618 | $46,081,000 | 26.39% |
Financial Strategies Group, Inc. | 761,759 | $40,366,000 | 18.04% |
TRH Financial, LLC | 827,759 | $43,863,000 | 17.26% |
Shepherd Financial Partners LLC | 1,363,222 | $72,229,000 | 13.95% |
Leicht Financial Planning & Wealth Management, Inc. | 416,217 | $22,467,000 | 13.49% |
SENTINEL PENSION ADVISORS INC | 734,487 | $38,920,000 | 13.25% |
Blueprint Investment Partners LLC | 406,770 | $21,555,000 | 10.76% |
Astor Investment Management LLC | 881,352 | $46,702,000 | 10.38% |
Rockbridge Investment Management, LCC | 1,036,589 | $54,929,000 | 9.08% |
Annex Advisory Services, LLC | 2,068,029 | $109,587,000 | 8.96% |