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 | $4,414,234 | 0.0% | 81,144 | 0.0% | 0.75% | -0.1% |
| Q2 2023 | $4,414,234 | -0.9% | 81,144 | -9.4% | 0.75% | +3.3% |
| Q1 2023 | $4,456,506 | +97.0% | 89,578 | +87.2% | 0.73% | +111.3% |
| Q4 2022 | $2,262,306 | +555.7% | 47,839 | +511.7% | 0.34% | +538.9% |
| Q3 2022 | $345,000 | -14.2% | 7,821 | -9.7% | 0.05% | -14.3% |
| Q2 2022 | $402,000 | -82.3% | 8,657 | -78.8% | 0.06% | -82.4% |
| Q1 2022 | $2,275,000 | +50.2% | 40,929 | +57.9% | 0.36% | +60.5% |
| Q4 2021 | $1,515,000 | +16.5% | 25,913 | +5.6% | 0.22% | -3.0% |
| Q3 2021 | $1,300,000 | +12.5% | 24,530 | +12.4% | 0.23% | -0.4% |
| Q2 2021 | $1,156,000 | +54.1% | 21,824 | +43.1% | 0.23% | +31.2% |
| Q1 2021 | $750,000 | -29.8% | 15,249 | -34.3% | 0.18% | -32.8% |
| Q4 2020 | $1,069,000 | +69.4% | 23,193 | +50.4% | 0.26% | +69.0% |
| Q3 2020 | $631,000 | -49.2% | 15,424 | -53.1% | 0.16% | -45.8% |
| Q2 2020 | $1,242,000 | -45.2% | 32,874 | -42.1% | 0.29% | -56.2% |
| Q4 2019 | $2,265,000 | +226400.0% | 56,819 | +355018.8% | 0.65% | +65200.0% |
| Q1 2018 | $1,000 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |