SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |