SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $327,057 | -7.2% | 6,231 | -3.8% | 0.18% | -6.6% |
Q2 2023 | $352,578 | +8.3% | 6,476 | +0.4% | 0.20% | +5.9% |
Q1 2023 | $325,411 | +7.1% | 6,453 | +0.4% | 0.19% | +3.9% |
Q4 2022 | $303,819 | +13.8% | 6,425 | +6.2% | 0.18% | +2.9% |
Q3 2022 | $267,000 | -4.6% | 6,049 | +0.3% | 0.17% | +0.6% |
Q2 2022 | $280,000 | -15.2% | 6,032 | +1.7% | 0.17% | 0.0% |
Q1 2022 | $330,000 | -5.4% | 5,931 | -0.6% | 0.17% | -2.3% |
Q4 2021 | $349,000 | +12.9% | 5,966 | +2.4% | 0.18% | -3.3% |
Q3 2021 | $309,000 | -3.1% | 5,828 | -3.2% | 0.18% | -4.7% |
Q2 2021 | $319,000 | +7.0% | 6,023 | -0.7% | 0.19% | -1.0% |
Q1 2021 | $298,000 | -4.8% | 6,066 | -10.6% | 0.19% | -13.8% |
Q4 2020 | $313,000 | -1.3% | 6,787 | -12.4% | 0.22% | -18.5% |
Q3 2020 | $317,000 | +4.6% | 7,744 | -3.4% | 0.28% | -5.2% |
Q2 2020 | $303,000 | +7.4% | 8,014 | -10.7% | 0.29% | -13.6% |
Q1 2020 | $282,000 | -25.4% | 8,970 | -5.4% | 0.34% | -1.2% |
Q4 2019 | $378,000 | – | 9,480 | – | 0.34% | – |
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% |