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 | $257,936 | -16.6% | 4,914 | -13.5% | 0.29% | -12.3% |
Q2 2023 | $309,274 | -40.6% | 5,681 | -44.8% | 0.33% | -43.2% |
Q1 2023 | $521,081 | -87.8% | 10,296 | -88.6% | 0.57% | -88.2% |
Q4 2022 | $4,254,256 | -0.6% | 89,961 | -2.3% | 4.84% | -1.8% |
Q3 2022 | $4,280,000 | -13.6% | 92,077 | +3.3% | 4.93% | +2.0% |
Q2 2022 | $4,952,000 | 0.0% | 89,104 | 0.0% | 4.83% | +17.7% |
Q1 2022 | $4,952,000 | +9.6% | 89,104 | +15.9% | 4.11% | +13.6% |
Q4 2021 | $4,518,000 | +19.1% | 76,879 | +7.4% | 3.61% | -7.4% |
Q3 2021 | $3,793,000 | 0.0% | 71,610 | 0.0% | 3.90% | 0.0% |
Q2 2021 | $3,793,000 | +30.9% | 71,610 | +21.6% | 3.90% | +17.1% |
Q1 2021 | $2,898,000 | +7.5% | 58,907 | +0.7% | 3.33% | +7.1% |
Q4 2020 | $2,696,000 | – | 58,500 | – | 3.11% | – |
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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% |