SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,337 | -0.6% | 11,532 | +3.1% | 0.04% | -7.0% |
| Q2 2023 | $608,821 | +27.0% | 11,183 | +17.7% | 0.04% | +16.2% |
| Q1 2023 | $479,207 | -1.7% | 9,502 | -7.8% | 0.04% | -9.8% |
| Q4 2022 | $487,310 | +15.2% | 10,304 | +7.5% | 0.04% | -6.8% |
| Q3 2022 | $423,000 | -4.9% | 9,582 | +0.2% | 0.04% | +10.0% |
| Q2 2022 | $445,000 | -55.5% | 9,563 | -46.8% | 0.04% | -50.6% |
| Q1 2022 | $999,000 | -53.9% | 17,982 | -51.5% | 0.08% | -48.1% |
| Q4 2021 | $2,166,000 | +12.0% | 37,048 | +1.5% | 0.16% | -5.5% |
| Q3 2021 | $1,934,000 | -0.5% | 36,488 | -0.5% | 0.16% | -4.1% |
| Q2 2021 | $1,943,000 | +11.2% | 36,679 | +3.3% | 0.17% | -7.0% |
| Q1 2021 | $1,747,000 | +27.6% | 35,505 | +19.5% | 0.18% | -2.1% |
| Q4 2020 | $1,369,000 | +209.0% | 29,712 | +174.5% | 0.19% | +75.0% |
| Q3 2020 | $443,000 | +25.1% | 10,825 | +15.6% | 0.11% | -0.9% |
| Q2 2020 | $354,000 | +28.7% | 9,366 | +7.3% | 0.11% | -44.1% |
| Q1 2020 | $275,000 | +3.0% | 8,730 | +30.3% | 0.20% | +29.1% |
| Q4 2019 | $267,000 | +24.2% | 6,698 | +14.5% | 0.15% | +84.1% |
| Q3 2019 | $215,000 | +0.9% | 5,851 | -0.0% | 0.08% | -3.5% |
| Q2 2019 | $213,000 | – | 5,853 | – | 0.08% | – |
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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% |