SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $841,277 | -0.5% | 16,027 | +3.2% | 0.04% | +2.4% |
| Q2 2023 | $845,698 | +39.8% | 15,534 | +29.5% | 0.04% | +10.8% |
| Q1 2023 | $604,902 | +11.4% | 11,995 | +4.5% | 0.04% | -5.1% |
| Q4 2022 | $542,917 | +20.6% | 11,481 | +12.6% | 0.04% | +5.4% |
| Q3 2022 | $450,000 | -1.7% | 10,198 | +3.5% | 0.04% | -2.6% |
| Q2 2022 | $458,000 | -16.6% | 9,851 | -0.3% | 0.04% | -2.6% |
| Q1 2022 | $549,000 | +2.2% | 9,883 | +7.7% | 0.04% | -2.5% |
| Q4 2021 | $537,000 | – | 9,179 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |