SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829,708 | -3.2% | 15,807 | +0.4% | 0.46% | -6.9% |
| Q2 2023 | $857,211 | +8.4% | 15,746 | +0.4% | 0.49% | +1.6% |
| Q1 2023 | $790,908 | +7.1% | 15,683 | +0.4% | 0.48% | -4.9% |
| Q4 2022 | $738,764 | +7.7% | 15,622 | +0.5% | 0.51% | +3.7% |
| Q3 2022 | $686,000 | -4.7% | 15,551 | +0.5% | 0.49% | -0.4% |
| Q2 2022 | $720,000 | -16.0% | 15,481 | +0.4% | 0.49% | -6.6% |
| Q1 2022 | $857,000 | -4.6% | 15,416 | +0.3% | 0.53% | -5.7% |
| Q4 2021 | $898,000 | – | 15,367 | – | 0.56% | – |
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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% |