SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,453,258 | +3549262.0% | 763,122 | +1828.3% | 0.84% | +13933.3% |
| Q2 2023 | $2,154 | +12.8% | 39,574 | +3.8% | 0.01% | -89.8% |
| Q1 2023 | $1,910 | +772.1% | 38,132 | +723.4% | 0.06% | +5800.0% |
| Q4 2022 | $219 | -99.9% | 4,631 | -5.9% | 0.00% | -85.7% |
| Q3 2022 | $217,000 | -75.1% | 4,920 | -73.7% | 0.01% | -74.1% |
| Q2 2022 | $873,000 | +234.5% | 18,675 | +301.6% | 0.03% | +285.7% |
| Q1 2022 | $261,000 | -34.9% | 4,650 | -37.9% | 0.01% | -22.2% |
| Q4 2021 | $401,000 | +31.9% | 7,493 | +31.5% | 0.01% | -93.7% |
| Q3 2021 | $304,000 | -42.4% | 5,700 | -42.8% | 0.14% | -24.3% |
| Q2 2021 | $528,000 | +45.9% | 9,965 | +35.5% | 0.19% | +2600.0% |
| Q1 2021 | $362,000 | -56.6% | 7,356 | -59.7% | 0.01% | -99.1% |
| Q4 2020 | $835,000 | +2156.8% | 18,256 | +1494.4% | 0.76% | – |
| Q1 2020 | $37,000 | – | 1,145 | – | 0.00% | – |
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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% |