SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,581,158 | -3.6% | 468,302 | +0.0% | 4.04% | -1.3% |
Q2 2023 | $25,493,715 | +8.9% | 468,290 | +0.9% | 4.09% | -1.1% |
Q1 2023 | $23,415,616 | +9.2% | 464,319 | +2.4% | 4.13% | +1.6% |
Q4 2022 | $21,439,044 | +15.1% | 453,353 | +7.4% | 4.07% | +1.9% |
Q3 2022 | $18,625,000 | +19.8% | 422,237 | +26.2% | 3.99% | +9.3% |
Q2 2022 | $15,553,000 | +4.4% | 334,608 | +24.9% | 3.65% | +17.6% |
Q1 2022 | $14,891,000 | +3.8% | 267,913 | +9.2% | 3.10% | +7.7% |
Q4 2021 | $14,343,000 | +9.4% | 245,382 | -0.8% | 2.88% | -1.3% |
Q3 2021 | $13,113,000 | -0.5% | 247,454 | -0.5% | 2.92% | -1.5% |
Q2 2021 | $13,175,000 | +6.7% | 248,732 | -0.9% | 2.96% | -2.7% |
Q1 2021 | $12,352,000 | +4.3% | 251,112 | -2.2% | 3.04% | -1.7% |
Q4 2020 | $11,839,000 | +10.8% | 256,871 | -1.0% | 3.10% | -5.4% |
Q3 2020 | $10,686,000 | +4.5% | 259,550 | -3.6% | 3.27% | -9.4% |
Q2 2020 | $10,228,000 | +20.9% | 269,380 | +0.1% | 3.61% | +6.8% |
Q1 2020 | $8,461,000 | – | 269,030 | – | 3.38% | – |
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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% |