SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. 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 | $18,991,029 | -8.9% | 361,803 | -5.5% | 7.92% | -4.8% |
| Q2 2023 | $20,839,512 | +5.4% | 382,798 | -2.4% | 8.32% | -3.9% |
| Q1 2023 | $19,771,485 | +7.2% | 392,058 | +0.5% | 8.65% | -5.7% |
| Q4 2022 | $18,439,695 | -25.3% | 389,928 | -30.3% | 9.18% | -36.0% |
| Q3 2022 | $24,690,000 | -6.6% | 559,747 | -1.6% | 14.33% | -7.1% |
| Q2 2022 | $26,442,000 | +1.9% | 568,898 | +21.9% | 15.43% | +11.7% |
| Q1 2022 | $25,949,000 | +3.8% | 466,875 | +9.2% | 13.82% | +5.7% |
| Q4 2021 | $24,989,000 | – | 427,523 | – | 13.08% | – |
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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% |