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 | $392 | -3.4% | 7,460 | +0.0% | 0.14% | -7.3% |
| Q2 2023 | $406 | +8.0% | 7,459 | +0.0% | 0.15% | +7.9% |
| Q1 2023 | $376 | -7.4% | 7,458 | -13.1% | 0.14% | -13.0% |
| Q4 2022 | $406 | -99.9% | 8,578 | 0.0% | 0.16% | -9.0% |
| Q3 2022 | $378,000 | -20.1% | 8,578 | -15.8% | 0.18% | -12.8% |
| Q2 2022 | $473,000 | -25.4% | 10,184 | -10.8% | 0.20% | -11.7% |
| Q1 2022 | $634,000 | -6.6% | 11,413 | -1.7% | 0.23% | -2.5% |
| Q4 2021 | $679,000 | +4.8% | 11,611 | -5.1% | 0.24% | -6.7% |
| Q3 2021 | $648,000 | +36.4% | 12,236 | +36.5% | 0.25% | +32.5% |
| Q2 2021 | $475,000 | +49.8% | 8,966 | +38.9% | 0.19% | +18.6% |
| Q1 2021 | $317,000 | +82.2% | 6,454 | +71.1% | 0.16% | +73.1% |
| Q4 2020 | $174,000 | +13.0% | 3,773 | 0.0% | 0.09% | +1.1% |
| Q3 2020 | $154,000 | +258.1% | 3,773 | +233.0% | 0.09% | +228.6% |
| Q2 2020 | $43,000 | – | 1,133 | – | 0.03% | – |
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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% |