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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,788 | +160.0% | 663 | +169.5% | 0.00% | +200.0% |
| Q2 2023 | $13,379 | +7.9% | 246 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,394 | +424.1% | 246 | +392.0% | 0.00% | – |
| Q4 2022 | $2,365 | +18.2% | 50 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 50 | -2.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -100.0% | 51 | -96.6% | 0.00% | -100.0% |
| Q1 2021 | $73,961,000 | +110289.6% | 1,504 | +3.5% | 0.01% | -13.3% |
| Q4 2020 | $67,000 | -9.5% | 1,453 | -20.0% | 0.02% | -25.0% |
| Q3 2020 | $74,000 | +21.3% | 1,816 | +12.4% | 0.02% | +11.1% |
| Q2 2020 | $61,000 | +19.6% | 1,616 | -1.1% | 0.02% | 0.0% |
| Q1 2020 | $51,000 | -69.6% | 1,634 | -61.4% | 0.02% | -35.7% |
| Q4 2019 | $168,000 | +112.7% | 4,232 | +95.7% | 0.03% | +16.7% |
| Q3 2019 | $79,000 | -6.0% | 2,163 | -6.4% | 0.02% | -17.2% |
| Q2 2019 | $84,000 | -6.7% | 2,312 | -10.0% | 0.03% | -29.3% |
| Q1 2019 | $90,000 | -33.8% | 2,570 | -41.7% | 0.04% | -42.3% |
| Q4 2018 | $136,000 | -30.3% | 4,405 | -18.4% | 0.07% | -25.3% |
| Q3 2018 | $195,000 | +490.9% | 5,398 | +451.4% | 0.10% | +400.0% |
| Q2 2018 | $33,000 | – | 979 | – | 0.02% | – |
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% |