SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $328,272 | -3.6% | 6,254 | 0.0% | 0.14% | -0.7% |
Q2 2023 | $340,468 | +1.3% | 6,254 | -6.1% | 0.14% | -6.5% |
Q1 2023 | $336,015 | -13.5% | 6,663 | -18.9% | 0.15% | -21.5% |
Q4 2022 | $388,393 | +7.3% | 8,213 | 0.0% | 0.20% | -1.5% |
Q3 2022 | $362,000 | -5.2% | 8,213 | 0.0% | 0.20% | +2.6% |
Q2 2022 | $382,000 | -18.7% | 8,213 | -3.0% | 0.19% | -2.5% |
Q1 2022 | $470,000 | -5.8% | 8,463 | -0.8% | 0.20% | -2.9% |
Q4 2021 | $499,000 | +10.2% | 8,533 | -0.2% | 0.20% | +2.0% |
Q3 2021 | $453,000 | 0.0% | 8,553 | 0.0% | 0.20% | 0.0% |
Q2 2021 | $453,000 | -10.7% | 8,553 | -17.1% | 0.20% | -7.8% |
Q1 2021 | $507,000 | +5.2% | 10,313 | -1.4% | 0.22% | 0.0% |
Q4 2020 | $482,000 | +14.5% | 10,463 | +1.7% | 0.22% | +13.6% |
Q3 2020 | $421,000 | +5.5% | 10,289 | -2.7% | 0.19% | -4.0% |
Q2 2020 | $399,000 | +19.1% | 10,572 | -0.6% | 0.20% | -1.5% |
Q1 2020 | $335,000 | -25.7% | 10,637 | -4.8% | 0.20% | +10.4% |
Q4 2019 | $451,000 | +2.3% | 11,174 | -2.2% | 0.18% | -2.7% |
Q3 2019 | $441,000 | -11.4% | 11,422 | -15.4% | 0.19% | -16.1% |
Q2 2019 | $498,000 | +0.4% | 13,505 | -1.7% | 0.22% | -4.3% |
Q1 2019 | $496,000 | – | 13,744 | – | 0.23% | – |
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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% |