SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $354,675 | +25.8% | 7,500 | +17.2% | 0.03% | +14.8% |
| Q3 2022 | $282,000 | +1.1% | 6,400 | +6.7% | 0.03% | +3.8% |
| Q2 2022 | $279,000 | -16.2% | 6,000 | 0.0% | 0.03% | -10.3% |
| Q1 2022 | $333,000 | -5.1% | 6,000 | 0.0% | 0.03% | -27.5% |
| Q4 2021 | $351,000 | +10.4% | 6,000 | 0.0% | 0.04% | +29.0% |
| Q3 2021 | $318,000 | 0.0% | 6,000 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $318,000 | +7.8% | 6,000 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $295,000 | +6.5% | 6,000 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $277,000 | +25.3% | 6,000 | +11.1% | 0.04% | +2.9% |
| Q3 2020 | $221,000 | +8.3% | 5,400 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $204,000 | +20.0% | 5,400 | 0.0% | 0.04% | -7.9% |
| Q1 2020 | $170,000 | -20.9% | 5,400 | 0.0% | 0.04% | -7.3% |
| Q4 2019 | $215,000 | +8.6% | 5,400 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $198,000 | +0.5% | 5,400 | 0.0% | 0.04% | -4.5% |
| Q2 2019 | $197,000 | – | 5,400 | – | 0.04% | – |
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% |