SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 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 ↓ |
|---|---|---|---|
| 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% |