SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 548 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,728,510 | +2.9% | 176,767 | -0.5% | 2.43% | -0.2% |
| Q1 2024 | $11,394,117 | +6.5% | 177,617 | -3.0% | 2.44% | -4.2% |
| Q4 2023 | $10,697,987 | +7.9% | 183,028 | -3.1% | 2.54% | +5.3% |
| Q3 2023 | $9,912,053 | -5.7% | 188,837 | -2.2% | 2.42% | -5.1% |
| Q2 2023 | $10,514,794 | +6.7% | 193,145 | -1.8% | 2.55% | +2.0% |
| Q1 2023 | $9,857,062 | +5.1% | 196,591 | -0.9% | 2.50% | -15.1% |
| Q4 2022 | $9,376,889 | +3.3% | 198,285 | -3.6% | 2.94% | -7.1% |
| Q3 2022 | $9,075,000 | -7.4% | 205,743 | -2.4% | 3.16% | -3.9% |
| Q2 2022 | $9,800,000 | -19.3% | 210,833 | -3.5% | 3.29% | -20.0% |
| Q1 2022 | $12,148,000 | -71.8% | 218,563 | -70.4% | 4.12% | -69.6% |
| Q4 2021 | $43,108,000 | +10.8% | 737,523 | +0.4% | 13.57% | +2.4% |
| Q3 2021 | $38,920,000 | -2.6% | 734,487 | -2.7% | 13.25% | -5.4% |
| Q2 2021 | $39,978,000 | +12.6% | 754,730 | +4.6% | 14.00% | +7.5% |
| Q1 2021 | $35,490,000 | +22.6% | 721,494 | +14.9% | 13.02% | +22.9% |
| Q4 2020 | $28,950,000 | +15.7% | 628,118 | +2.7% | 10.59% | +9.6% |
| Q3 2020 | $25,013,000 | +15.5% | 611,703 | +6.7% | 9.66% | +6.9% |
| Q2 2020 | $21,658,000 | +5.7% | 573,257 | -12.0% | 9.04% | -9.2% |
| Q1 2020 | $20,485,000 | -34.7% | 651,354 | -17.3% | 9.96% | -51.1% |
| Q4 2019 | $31,388,000 | – | 787,446 | – | 20.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Allworth Financial LP | 14,250,462 | $484,373,000 | 23.17% |
| Shepherd Financial Partners LLC | 2,043,860 | $69,661,000 | 15.67% |
| ARS Wealth Advisors, LLC | 827,659 | $28,132,000 | 10.12% |
| Barber Financial Group, Inc. | 963,960 | $32,765,000 | 9.50% |
| IRON Financial LLC | 468,307 | $15,918,000 | 8.64% |
| Stuart Chaussee & Associates, Inc. | 350,919 | $11,928,000 | 8.03% |
| KEMPER Corp | 425,000 | $14,446,000 | 6.50% |
| Larson Financial Group LLC | 145,383 | $4,942,000 | 5.69% |
| Winch Advisory Services, LLC | 246,258 | $8,370,000 | 4.51% |
| Peterson Wealth Advisors, LLC | 143,960 | $4,893,000 | 3.96% |