SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 filers reported holding SPDR SER TR in Q2 2023. 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 | $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 | 1,822,678 | $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% |