SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,391,000 | -16.2% | 825,971 | +0.2% | 12.91% | -4.0% |
| Q1 2022 | $45,813,000 | -10.4% | 824,276 | -5.8% | 13.45% | -15.9% |
| Q4 2021 | $51,143,000 | +16.6% | 874,990 | +5.7% | 16.00% | -7.3% |
| Q3 2021 | $43,863,000 | -0.1% | 827,759 | -0.1% | 17.26% | -9.1% |
| Q2 2021 | $43,890,000 | +3.4% | 828,583 | -4.0% | 18.99% | -11.9% |
| Q1 2021 | $42,455,000 | +8.0% | 863,078 | +1.2% | 21.57% | -4.5% |
| Q4 2020 | $39,304,000 | +15.4% | 852,772 | +2.4% | 22.59% | -1.7% |
| Q3 2020 | $34,066,000 | +10.1% | 833,111 | +3.9% | 22.97% | -6.8% |
| Q2 2020 | $30,934,000 | +1.7% | 801,612 | +5.3% | 24.66% | -6.9% |
| Q4 2019 | $30,426,000 | – | 761,227 | – | 26.48% | – |
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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% |