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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,096,000 | +382.9% | 37,711 | +408.2% | 0.45% | +338.2% |
| Q4 2021 | $434,000 | -1.1% | 7,420 | -10.4% | 0.10% | -4.7% |
| Q3 2021 | $439,000 | -0.2% | 8,278 | -0.2% | 0.11% | -4.5% |
| Q2 2021 | $440,000 | +8.6% | 8,298 | +0.7% | 0.11% | -5.9% |
| Q1 2021 | $405,000 | +5.7% | 8,240 | -0.8% | 0.12% | -4.0% |
| Q4 2020 | $383,000 | -15.6% | 8,307 | -25.2% | 0.12% | -9.5% |
| Q3 2020 | $454,000 | +6.8% | 11,112 | -1.3% | 0.14% | -3.5% |
| Q2 2020 | $425,000 | -76.9% | 11,259 | -80.7% | 0.14% | -80.7% |
| Q1 2020 | $1,839,000 | -22.8% | 58,471 | -2.1% | 0.74% | -8.2% |
| Q4 2019 | $2,381,000 | +7.6% | 59,729 | -0.8% | 0.80% | -3.4% |
| Q3 2019 | $2,212,000 | -6.5% | 60,210 | -7.2% | 0.83% | -12.7% |
| Q2 2019 | $2,365,000 | -3.6% | 64,879 | -7.0% | 0.95% | -12.6% |
| Q1 2019 | $2,454,000 | +3.0% | 69,753 | -9.5% | 1.09% | -11.2% |
| Q4 2018 | $2,383,000 | – | 77,090 | – | 1.22% | – |
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% |