SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $534,882 | +15.8% | 9,825 | +7.3% | 0.24% | +8.6% |
Q1 2023 | $461,791 | -67.1% | 9,157 | -69.1% | 0.22% | -67.7% |
Q4 2022 | $1,401,628 | +94.1% | 29,639 | +81.1% | 0.68% | +58.0% |
Q3 2022 | $722,000 | -5.6% | 16,366 | -0.5% | 0.43% | -3.8% |
Q2 2022 | $765,000 | -31.0% | 16,451 | -17.5% | 0.45% | -22.9% |
Q1 2022 | $1,108,000 | -6.2% | 19,931 | -1.3% | 0.58% | +3.0% |
Q4 2021 | $1,181,000 | +15.3% | 20,201 | +4.5% | 0.57% | +9.0% |
Q3 2021 | $1,024,000 | +0.2% | 19,327 | +0.1% | 0.52% | -4.4% |
Q2 2021 | $1,022,000 | +16.5% | 19,302 | +8.3% | 0.54% | +5.2% |
Q1 2021 | $877,000 | +11.4% | 17,820 | +4.4% | 0.52% | +4.4% |
Q4 2020 | $787,000 | +20.7% | 17,072 | +7.0% | 0.50% | +4.0% |
Q3 2020 | $652,000 | +18.5% | 15,950 | +9.6% | 0.48% | +12.0% |
Q2 2020 | $550,000 | +28.5% | 14,547 | +6.9% | 0.42% | +7.9% |
Q1 2020 | $428,000 | +18.9% | 13,602 | +50.7% | 0.39% | +49.8% |
Q4 2019 | $360,000 | – | 9,023 | – | 0.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 869,618 | $46,081,000 | 26.39% |
Financial Strategies Group, Inc. | 761,759 | $40,366,000 | 18.04% |
TRH Financial, LLC | 827,759 | $43,863,000 | 17.26% |
Shepherd Financial Partners LLC | 1,363,222 | $72,229,000 | 13.95% |
Leicht Financial Planning & Wealth Management, Inc. | 416,217 | $22,467,000 | 13.49% |
SENTINEL PENSION ADVISORS INC | 734,487 | $38,920,000 | 13.25% |
Blueprint Investment Partners LLC | 406,770 | $21,555,000 | 10.76% |
Astor Investment Management LLC | 881,352 | $46,702,000 | 10.38% |
Rockbridge Investment Management, LCC | 1,036,589 | $54,929,000 | 9.08% |
Annex Advisory Services, LLC | 2,068,029 | $109,587,000 | 8.96% |