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 | $369,974 | -3.6% | 7,048 | 0.0% | 0.14% | -5.8% |
| Q2 2023 | $383,718 | +8.0% | 7,048 | 0.0% | 0.15% | 0.0% |
| Q1 2023 | $355,454 | +6.6% | 7,048 | 0.0% | 0.15% | +22.2% |
| Q4 2022 | $333,322 | +7.2% | 7,048 | 0.0% | 0.13% | -1.6% |
| Q3 2022 | $311,000 | -5.2% | 7,048 | 0.0% | 0.13% | -5.9% |
| Q2 2022 | $328,000 | -16.3% | 7,048 | 0.0% | 0.14% | -7.5% |
| Q1 2022 | $392,000 | +1.3% | 7,048 | 0.0% | 0.15% | -3.9% |
| Q4 2021 | $387,000 | +3.8% | 7,048 | 0.0% | 0.15% | -11.6% |
| Q3 2021 | $373,000 | 0.0% | 7,048 | 0.0% | 0.17% | -4.4% |
| Q2 2021 | $373,000 | +7.5% | 7,048 | 0.0% | 0.18% | -10.8% |
| Q1 2021 | $347,000 | +4.2% | 7,048 | +0.3% | 0.20% | -13.2% |
| Q4 2020 | $333,000 | +16.4% | 7,025 | +0.4% | 0.23% | -4.1% |
| Q3 2020 | $286,000 | +8.3% | 6,994 | 0.0% | 0.24% | -1.2% |
| Q2 2020 | $264,000 | +20.0% | 6,994 | 0.0% | 0.25% | -8.5% |
| Q1 2020 | $220,000 | -89.5% | 6,994 | -86.7% | 0.27% | -87.6% |
| Q4 2019 | $2,100,000 | – | 52,696 | – | 2.18% | – |
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% |