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 | $3,884 | -3.6% | 74 | 0.0% | 0.00% | – |
| Q2 2023 | $4,029 | +8.0% | 74 | 0.0% | 0.00% | – |
| Q1 2023 | $3,732 | +6.7% | 74 | 0.0% | 0.00% | – |
| Q4 2022 | $3,499 | +16.6% | 74 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 74 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | -33.3% | 74 | -29.5% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -100.0% | 105 | -77.8% | 0.00% | – |
| Q1 2021 | $23,316,000 | +466220.0% | 474 | +351.4% | 0.00% | – |
| Q4 2020 | $5,000 | +25.0% | 105 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | – | 105 | +238.7% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 31 | -98.2% | 0.00% | -100.0% |
| Q4 2019 | $69,000 | +76.9% | 1,734 | +60.6% | 0.00% | +100.0% |
| Q3 2019 | $39,000 | 0.0% | 1,080 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $39,000 | – | 1,080 | – | 0.00% | – |
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% |