SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $230,132 | +8.0% | 4,227 | 0.0% | 0.05% | -2.0% |
Q1 2023 | $213,181 | +6.6% | 4,227 | 0.0% | 0.05% | +6.5% |
Q4 2022 | $199,907 | -3.0% | 4,227 | -9.4% | 0.05% | -31.3% |
Q3 2022 | $206,000 | -5.1% | 4,664 | 0.0% | 0.07% | +15.5% |
Q2 2022 | $217,000 | -16.9% | 4,664 | -0.8% | 0.06% | -9.4% |
Q1 2022 | $261,000 | -5.1% | 4,702 | 0.0% | 0.06% | -8.6% |
Q4 2021 | $275,000 | +10.4% | 4,702 | 0.0% | 0.07% | -4.1% |
Q3 2021 | $249,000 | 0.0% | 4,702 | 0.0% | 0.07% | -7.6% |
Q2 2021 | $249,000 | – | 4,702 | – | 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% |