SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $25,000 | -73.1% | 560 | -72.1% | 0.01% | -71.4% |
| Q2 2022 | $93,000 | -51.1% | 2,006 | -41.3% | 0.04% | -45.5% |
| Q1 2022 | $190,000 | +3.8% | 3,415 | +2.8% | 0.08% | +4.1% |
| Q4 2021 | $183,000 | -5.2% | 3,323 | -8.6% | 0.07% | -8.6% |
| Q3 2021 | $193,000 | -13.5% | 3,634 | -13.7% | 0.08% | -14.7% |
| Q2 2021 | $223,000 | -35.9% | 4,213 | -40.4% | 0.10% | -40.6% |
| Q1 2021 | $348,000 | -36.8% | 7,072 | -40.8% | 0.16% | -36.0% |
| Q4 2020 | $551,000 | – | 11,948 | – | 0.25% | – |
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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% |