SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,884,227 | -7.0% | 35,897 | -3.6% | 1.74% | -3.3% |
| Q2 2023 | $2,026,824 | +8.1% | 37,230 | +0.1% | 1.79% | +4.7% |
| Q1 2023 | $1,875,502 | +6.6% | 37,190 | +0.0% | 1.71% | +0.6% |
| Q4 2022 | $1,758,627 | +9.6% | 37,188 | +2.3% | 1.70% | +2.0% |
| Q3 2022 | $1,604,000 | -12.8% | 36,366 | -8.1% | 1.67% | -5.6% |
| Q2 2022 | $1,839,000 | -13.7% | 39,560 | +3.2% | 1.77% | 0.0% |
| Q1 2022 | $2,130,000 | -5.2% | 38,331 | -0.4% | 1.77% | +9.6% |
| Q4 2021 | $2,248,000 | +25.2% | 38,466 | +13.5% | 1.62% | +22.9% |
| Q3 2021 | $1,795,000 | +0.1% | 33,880 | +0.0% | 1.31% | +1.5% |
| Q2 2021 | $1,794,000 | -5.1% | 33,873 | -11.8% | 1.30% | -8.2% |
| Q1 2021 | $1,890,000 | +10.7% | 38,426 | +3.7% | 1.41% | -5.8% |
| Q4 2020 | $1,708,000 | +12.7% | 37,053 | +0.0% | 1.50% | -5.0% |
| Q3 2020 | $1,515,000 | +8.1% | 37,050 | -0.1% | 1.58% | +1.0% |
| Q2 2020 | $1,401,000 | +73.8% | 37,076 | +44.7% | 1.56% | +46.2% |
| Q1 2020 | $806,000 | – | 25,631 | – | 1.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |