SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,336,714 | +3.4% | 635,106 | +7.2% | 15.27% | +3.6% |
| Q2 2023 | $32,244,050 | +20.2% | 592,286 | +11.4% | 14.74% | +4.9% |
| Q1 2023 | $26,819,078 | +14.7% | 531,808 | +7.6% | 14.05% | +0.5% |
| Q4 2022 | $23,374,690 | -0.5% | 494,284 | +3.7% | 13.99% | -21.2% |
| Q3 2022 | $23,486,000 | +19.5% | 476,590 | +22.9% | 17.74% | +2.3% |
| Q2 2022 | $19,651,000 | -2.9% | 387,931 | -1.9% | 17.35% | -13.2% |
| Q1 2022 | $20,235,000 | +4.0% | 395,522 | +17.7% | 20.00% | +11.8% |
| Q4 2021 | $19,464,000 | – | 335,956 | – | 17.89% | – |
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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% |