SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,088 | -3.9% | 16,214 | -0.1% | 1.34% | +1.2% |
| Q2 2023 | $885,363 | +6.2% | 16,224 | -1.8% | 1.33% | -2.0% |
| Q1 2023 | $833,423 | -15.7% | 16,527 | -20.9% | 1.35% | +0.3% |
| Q4 2022 | $988,442 | +5.0% | 20,902 | -2.0% | 1.35% | +41.9% |
| Q3 2022 | $941,000 | -10.3% | 21,325 | -5.5% | 0.95% | -13.1% |
| Q2 2022 | $1,049,000 | -20.3% | 22,566 | -4.7% | 1.09% | -9.1% |
| Q1 2022 | $1,316,000 | -6.5% | 23,675 | -1.7% | 1.20% | -6.0% |
| Q4 2021 | $1,408,000 | +9.4% | 24,081 | -0.9% | 1.28% | +1.5% |
| Q3 2021 | $1,287,000 | -7.7% | 24,290 | -7.8% | 1.26% | -6.0% |
| Q2 2021 | $1,395,000 | +4.8% | 26,338 | -2.6% | 1.34% | -2.0% |
| Q1 2021 | $1,331,000 | -15.9% | 27,050 | -21.2% | 1.37% | -19.6% |
| Q4 2020 | $1,582,000 | – | 34,317 | – | 1.70% | – |
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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% |