SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,017 | -38.4% | 1,581 | -36.1% | 0.03% | -37.2% |
| Q2 2023 | $134,662 | +8.5% | 2,474 | +0.5% | 0.04% | +4.9% |
| Q1 2023 | $124,138 | +26.9% | 2,462 | +19.0% | 0.04% | +17.1% |
| Q4 2022 | $97,824 | -21.7% | 2,069 | -26.9% | 0.04% | -27.1% |
| Q3 2022 | $125,000 | -15.5% | 2,830 | -11.0% | 0.05% | -9.4% |
| Q2 2022 | $148,000 | -37.0% | 3,178 | -24.9% | 0.05% | -29.3% |
| Q1 2022 | $235,000 | -20.3% | 4,232 | -16.1% | 0.08% | -18.5% |
| Q4 2021 | $295,000 | +3.1% | 5,044 | -6.4% | 0.09% | -4.2% |
| Q3 2021 | $286,000 | -34.4% | 5,389 | -34.5% | 0.10% | -31.4% |
| Q2 2021 | $436,000 | -59.8% | 8,225 | -62.7% | 0.14% | -63.2% |
| Q1 2021 | $1,085,000 | -54.1% | 22,062 | -57.0% | 0.38% | -57.9% |
| Q4 2020 | $2,364,000 | – | 51,294 | – | 0.90% | – |
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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% |