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 | $392 | -3.7% | 7,486 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $407 | +4.9% | 7,486 | -2.9% | 0.05% | 0.0% |
| Q1 2023 | $388 | +6.6% | 7,708 | +0.0% | 0.05% | -1.9% |
| Q4 2022 | $364 | -99.9% | 7,707 | -1.2% | 0.05% | -3.6% |
| Q3 2022 | $344,000 | -64.1% | 7,804 | -62.1% | 0.06% | -62.4% |
| Q2 2022 | $958,000 | -14.1% | 20,615 | +2.8% | 0.15% | -5.7% |
| Q1 2022 | $1,115,000 | +197.3% | 20,056 | +212.4% | 0.16% | +203.8% |
| Q4 2021 | $375,000 | +10.3% | 6,420 | +0.0% | 0.05% | +2.0% |
| Q3 2021 | $340,000 | 0.0% | 6,419 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $340,000 | +0.9% | 6,419 | -6.2% | 0.05% | -5.6% |
| Q1 2021 | $337,000 | +5.3% | 6,842 | -1.5% | 0.05% | -3.6% |
| Q4 2020 | $320,000 | +4.2% | 6,945 | -7.4% | 0.06% | -12.5% |
| Q3 2020 | $307,000 | +7.0% | 7,503 | -1.3% | 0.06% | +1.6% |
| Q2 2020 | $287,000 | -40.2% | 7,601 | -50.2% | 0.06% | +5.0% |
| Q1 2020 | $480,000 | +49.1% | 15,270 | +88.8% | 0.06% | -13.0% |
| Q4 2019 | $322,000 | -16.6% | 8,087 | -23.0% | 0.07% | -22.5% |
| Q3 2019 | $386,000 | +1.8% | 10,498 | +0.9% | 0.09% | -5.3% |
| Q2 2019 | $379,000 | – | 10,406 | – | 0.09% | – |
Download | ||||||
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% |