SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $204,645 | -17.5% | 4,058 | -27.9% | 0.09% | -29.6% |
Q3 2022 | $248,000 | -5.0% | 5,625 | -0.0% | 0.12% | -3.1% |
Q2 2022 | $261,000 | -58.6% | 5,626 | -50.4% | 0.13% | -46.7% |
Q1 2022 | $631,000 | -11.9% | 11,351 | -7.4% | 0.24% | -8.0% |
Q4 2021 | $716,000 | +3.5% | 12,254 | -6.2% | 0.26% | -1.5% |
Q3 2021 | $692,000 | -2.4% | 13,064 | -2.5% | 0.27% | -7.0% |
Q2 2021 | $709,000 | +1.4% | 13,393 | -5.7% | 0.29% | -11.1% |
Q1 2021 | $699,000 | +2.9% | 14,206 | -3.6% | 0.32% | -12.7% |
Q4 2020 | $679,000 | +11.3% | 14,733 | -1.3% | 0.37% | -8.4% |
Q3 2020 | $610,000 | -32.7% | 14,923 | -37.9% | 0.40% | -44.7% |
Q2 2020 | $907,000 | -22.3% | 24,028 | -18.0% | 0.73% | -17.6% |
Q4 2019 | $1,167,000 | – | 29,300 | – | 0.89% | – |
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% |