SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 447 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310,124 | +3.4% | 4,674 | -0.0% | 0.11% | -5.0% |
| Q1 2024 | $299,968 | +9.8% | 4,676 | 0.0% | 0.12% | 0.0% |
| Q4 2023 | $273,314 | +11.5% | 4,676 | +0.1% | 0.12% | 0.0% |
| Q3 2023 | $245,230 | -3.6% | 4,672 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $254,340 | +8.2% | 4,672 | -6.0% | 0.12% | -11.8% |
| Q4 2022 | $235,125 | -27.2% | 4,972 | -32.2% | 0.14% | -33.0% |
| Q3 2022 | $323,000 | – | 7,332 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 678,759 | $34,114,000 | 23.85% |
| TRH Financial, LLC | 863,078 | $42,455,000 | 21.57% |
| Financial Strategies Group, Inc. | 724,518 | $35,639,000 | 18.46% |
| Blueprint Investment Partners LLC | 462,455 | $22,748,000 | 17.71% |
| Shepherd Financial Partners LLC | 1,343,436 | $66,084,000 | 14.63% |
| Leicht Financial Planning & Wealth Management, Inc. | 427,454 | $21,026,000 | 13.61% |
| SENTINEL PENSION ADVISORS INC. | 721,494 | $35,490,000 | 13.02% |
| Professional Financial Advisors, LLC | 403,180 | $19,832,000 | 12.32% |
| Annex Advisory Services, LLC | 2,435,117 | $119,784,000 | 11.53% |
| Rosenberg Matthew Hamilton | 370,595 | $18,230,000 | 10.40% |