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 | $162,884 | -22.5% | 3,103 | -19.6% | 0.04% | -20.0% |
| Q2 2023 | $210,146 | +8.0% | 3,860 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $194,667 | +6.6% | 3,860 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $182,546 | -11.0% | 3,860 | -17.1% | 0.05% | -17.2% |
| Q3 2022 | $205,000 | -7.2% | 4,655 | -2.3% | 0.06% | -3.3% |
| Q2 2022 | $221,000 | -16.6% | 4,764 | 0.0% | 0.06% | -7.7% |
| Q1 2022 | $265,000 | -12.3% | 4,764 | -7.9% | 0.06% | -9.7% |
| Q4 2021 | $302,000 | +8.6% | 5,172 | -1.3% | 0.07% | +1.4% |
| Q3 2021 | $278,000 | -4.8% | 5,242 | -4.9% | 0.07% | -9.0% |
| Q2 2021 | $292,000 | 0.0% | 5,514 | -7.2% | 0.08% | -2.5% |
| Q1 2021 | $292,000 | -18.0% | 5,941 | -23.1% | 0.08% | -18.4% |
| Q4 2020 | $356,000 | -58.7% | 7,725 | -63.4% | 0.10% | -62.3% |
| Q3 2020 | $862,000 | -1.5% | 21,085 | -9.0% | 0.26% | -15.9% |
| Q2 2020 | $875,000 | -17.7% | 23,165 | -31.5% | 0.31% | -31.0% |
| Q1 2020 | $1,063,000 | -22.4% | 33,810 | -1.6% | 0.45% | -40.2% |
| Q4 2019 | $1,369,000 | +8.5% | 34,351 | 0.0% | 0.75% | +1.4% |
| Q3 2019 | $1,262,000 | +0.6% | 34,351 | -0.2% | 0.74% | -2.5% |
| Q2 2019 | $1,254,000 | -9.6% | 34,404 | -12.7% | 0.76% | -11.0% |
| Q1 2019 | $1,387,000 | +5.7% | 39,412 | -7.2% | 0.85% | -11.8% |
| Q4 2018 | $1,312,000 | – | 42,448 | – | 0.97% | – |
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% |