SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,238 | -3.6% | 8,730 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $475,261 | +8.0% | 8,730 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $440,254 | +5.4% | 8,730 | -1.1% | 0.03% | -17.1% |
| Q4 2022 | $417,571 | +7.3% | 8,830 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $389,000 | -5.1% | 8,830 | 0.0% | 0.04% | +5.1% |
| Q2 2022 | $410,000 | -16.3% | 8,830 | 0.0% | 0.04% | -4.9% |
| Q1 2022 | $490,000 | -5.0% | 8,830 | 0.0% | 0.04% | -4.7% |
| Q4 2021 | $516,000 | +11.7% | 8,830 | +1.1% | 0.04% | -17.3% |
| Q3 2021 | $462,000 | 0.0% | 8,730 | 0.0% | 0.05% | -5.5% |
| Q2 2021 | $462,000 | +7.7% | 8,730 | 0.0% | 0.06% | -20.3% |
| Q1 2021 | $429,000 | +6.7% | 8,730 | 0.0% | 0.07% | -17.9% |
| Q4 2020 | $402,000 | +12.9% | 8,730 | 0.0% | 0.08% | -3.4% |
| Q3 2020 | $356,000 | +8.2% | 8,730 | 0.0% | 0.09% | -8.4% |
| Q2 2020 | $329,000 | +19.6% | 8,730 | 0.0% | 0.10% | +1.1% |
| Q1 2020 | $275,000 | – | 8,730 | – | 0.09% | – |
Download | ||||||
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% |