SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
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% | – |
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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% |