SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |