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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |