SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,312,657 | -7.1% | 158,366 | -3.7% | 0.26% | -13.5% |
| Q2 2023 | $8,949,189 | +13.5% | 164,386 | +5.1% | 0.30% | +5.0% |
| Q1 2023 | $7,886,473 | +20.2% | 156,385 | +12.7% | 0.28% | +8.0% |
| Q4 2022 | $6,563,476 | +13.3% | 138,792 | +5.7% | 0.26% | +3.2% |
| Q3 2022 | $5,793,000 | -12.9% | 131,336 | -6.8% | 0.25% | -9.0% |
| Q2 2022 | $6,649,000 | -4.9% | 140,988 | +8.7% | 0.28% | +2.6% |
| Q1 2022 | $6,995,000 | -1.1% | 129,714 | +6.3% | 0.27% | +1.9% |
| Q4 2021 | $7,073,000 | +16.8% | 122,078 | +7.8% | 0.27% | +0.4% |
| Q3 2021 | $6,057,000 | +9.7% | 113,233 | +10.3% | 0.26% | 0.0% |
| Q2 2021 | $5,522,000 | +18.5% | 102,635 | +11.0% | 0.26% | -1.5% |
| Q1 2021 | $4,661,000 | +18.9% | 92,430 | +11.1% | 0.27% | +4.3% |
| Q4 2020 | $3,919,000 | +18.5% | 83,208 | +2.8% | 0.26% | -64.4% |
| Q3 2020 | $3,306,000 | +12.9% | 80,947 | +5.4% | 0.72% | +179.9% |
| Q2 2020 | $2,928,000 | +50.2% | 76,801 | +18.1% | 0.26% | +14.6% |
| Q1 2020 | $1,950,000 | -1.0% | 65,017 | +32.3% | 0.23% | -6.6% |
| Q4 2019 | $1,970,000 | +32.3% | 49,145 | +18.7% | 0.24% | +24.1% |
| Q3 2019 | $1,489,000 | – | 41,419 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |