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 2023 | $4,491 | -16.8% | 85,551 | -13.8% | 0.94% | -20.0% |
| Q2 2023 | $5,401 | +5.7% | 99,218 | -2.0% | 1.17% | -7.9% |
| Q1 2023 | $5,108 | +7.0% | 101,282 | +0.3% | 1.27% | +1.2% |
| Q4 2022 | $4,773 | -99.9% | 100,940 | +1.6% | 1.26% | +2.9% |
| Q3 2022 | $4,383,000 | -6.6% | 99,372 | -1.6% | 1.22% | +0.8% |
| Q2 2022 | $4,693,000 | -14.0% | 100,959 | +2.9% | 1.21% | -36.7% |
| Q1 2022 | $5,455,000 | -6.4% | 98,142 | -1.6% | 1.91% | +41.7% |
| Q4 2021 | $5,828,000 | +5.5% | 99,705 | -4.3% | 1.35% | -5.4% |
| Q3 2021 | $5,522,000 | +3.9% | 104,217 | +3.8% | 1.43% | +2.1% |
| Q2 2021 | $5,317,000 | +5.1% | 100,384 | -2.4% | 1.40% | +3.8% |
| Q1 2021 | $5,060,000 | +7.8% | 102,858 | +1.0% | 1.35% | -5.5% |
| Q4 2020 | $4,692,000 | +13.0% | 101,809 | +0.3% | 1.43% | -16.3% |
| Q3 2020 | $4,151,000 | +29.5% | 101,507 | +19.6% | 1.70% | +14.4% |
| Q2 2020 | $3,206,000 | +14.8% | 84,860 | +1.7% | 1.49% | -26.3% |
| Q1 2020 | $2,793,000 | -20.0% | 83,471 | -4.0% | 2.02% | -0.9% |
| Q4 2019 | $3,491,000 | +21.1% | 86,969 | +7.7% | 2.04% | -26.1% |
| Q3 2019 | $2,883,000 | – | 80,724 | – | 2.76% | – |
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% |