SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,306,397 | +0.6% | 272,555 | +4.3% | 0.74% | -1.1% |
| Q2 2023 | $14,223,981 | +11.6% | 261,278 | +3.4% | 0.74% | -3.7% |
| Q1 2023 | $12,743,756 | +31.2% | 252,702 | +23.0% | 0.77% | +31.6% |
| Q4 2022 | $9,716,240 | +15.8% | 205,461 | +8.0% | 0.59% | +1.7% |
| Q3 2022 | $8,388,000 | -5.6% | 190,169 | +0.4% | 0.58% | +31.7% |
| Q2 2022 | $8,888,000 | -5.8% | 189,398 | +11.6% | 0.44% | +8.4% |
| Q1 2022 | $9,435,000 | +27.5% | 169,763 | +34.1% | 0.40% | +43.6% |
| Q4 2021 | $7,398,000 | +32.8% | 126,573 | +21.9% | 0.28% | +32.4% |
| Q3 2021 | $5,569,000 | +7.1% | 103,857 | +7.1% | 0.21% | +4.9% |
| Q2 2021 | $5,199,000 | -64.3% | 96,962 | -65.6% | 0.20% | -50.0% |
| Q1 2021 | $14,547,000 | +202.4% | 281,604 | -1.3% | 0.41% | +110.4% |
| Q4 2020 | $4,810,000 | +57.2% | 285,280 | +274.0% | 0.19% | +21.4% |
| Q3 2020 | $3,059,000 | +13.7% | 76,288 | +3.9% | 0.16% | +6.0% |
| Q2 2020 | $2,691,000 | +44.4% | 73,391 | +21.9% | 0.15% | +20.0% |
| Q1 2020 | $1,864,000 | -9.9% | 60,223 | +16.3% | 0.12% | +13.6% |
| Q4 2019 | $2,069,000 | +17.8% | 51,793 | +7.7% | 0.11% | +4.8% |
| Q3 2019 | $1,756,000 | +2.6% | 48,078 | +2.4% | 0.10% | -0.9% |
| Q2 2019 | $1,711,000 | +29.9% | 46,935 | +25.3% | 0.11% | +21.8% |
| Q1 2019 | $1,317,000 | +138.6% | 37,451 | +107.2% | 0.09% | +112.2% |
| Q4 2018 | $552,000 | +19.0% | 18,075 | +40.7% | 0.04% | +32.3% |
| Q3 2018 | $464,000 | +66.3% | 12,845 | +56.0% | 0.03% | +40.9% |
| Q2 2018 | $279,000 | +2.2% | 8,234 | -1.2% | 0.02% | -8.3% |
| Q1 2018 | $273,000 | +71.7% | 8,336 | +73.7% | 0.02% | +71.4% |
| Q4 2017 | $159,000 | +15800.0% | 4,800 | +59900.0% | 0.01% | – |
| Q3 2017 | $1,000 | – | 8 | – | 0.00% | – |
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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% |