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 | $415,826 | -8.0% | 7,922 | -4.5% | 0.03% | -3.6% |
| Q2 2023 | $451,743 | +5.3% | 8,298 | -2.4% | 0.03% | 0.0% |
| Q1 2023 | $428,806 | +18.2% | 8,503 | +10.9% | 0.03% | +7.7% |
| Q4 2022 | $362,714 | +111162.0% | 7,670 | +3.7% | 0.03% | +4.0% |
| Q3 2022 | $326 | +5.8% | 7,394 | +11.5% | 0.02% | +4.2% |
| Q2 2022 | $308 | +10.8% | 6,630 | +32.6% | 0.02% | +26.3% |
| Q1 2022 | $278 | – | 4,999 | – | 0.02% | – |
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% |