SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499 | -95.5% | 9,496 | -95.9% | 0.04% | -87.0% |
| Q2 2023 | $11,103 | +340.9% | 230,450 | +361.5% | 0.28% | +123.4% |
| Q1 2023 | $2,518 | +413.9% | 49,933 | +382.5% | 0.12% | +359.3% |
| Q4 2022 | $490 | -99.9% | 10,348 | -41.4% | 0.03% | -42.6% |
| Q3 2022 | $778,000 | -91.5% | 17,653 | -91.0% | 0.05% | -90.5% |
| Q2 2022 | $9,139,000 | -31.3% | 196,620 | -17.9% | 0.50% | -28.2% |
| Q1 2022 | $13,304,000 | +12.2% | 239,358 | +18.0% | 0.69% | +17.8% |
| Q4 2021 | $11,860,000 | +4.6% | 202,922 | -6.2% | 0.58% | -12.2% |
| Q3 2021 | $11,334,000 | +2.3% | 216,428 | +3.5% | 0.67% | -2.6% |
| Q2 2021 | $11,079,000 | +13.9% | 209,152 | +5.7% | 0.68% | -7.1% |
| Q1 2021 | $9,731,000 | +93.8% | 197,822 | +81.6% | 0.74% | +76.9% |
| Q4 2020 | $5,020,000 | +29.9% | 108,903 | +15.2% | 0.42% | -22.5% |
| Q3 2020 | $3,865,000 | +49.6% | 94,515 | +38.2% | 0.54% | +33.6% |
| Q2 2020 | $2,584,000 | +40.2% | 68,404 | +16.7% | 0.40% | +14.2% |
| Q1 2020 | $1,843,000 | -20.4% | 58,597 | +0.9% | 0.35% | -10.0% |
| Q4 2019 | $2,314,000 | +37.0% | 58,073 | +26.3% | 0.39% | +19.9% |
| Q3 2019 | $1,689,000 | +33.5% | 45,980 | +32.5% | 0.33% | +22.6% |
| Q2 2019 | $1,265,000 | +132.1% | 34,698 | +124.0% | 0.27% | +87.3% |
| Q1 2019 | $545,000 | +72.5% | 15,490 | +51.4% | 0.14% | +34.0% |
| Q4 2018 | $316,000 | – | 10,233 | – | 0.11% | – |
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% |