SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 457 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,425,689 | +6.6% | 398,277 | +3.1% | 2.85% | +3.7% |
| Q1 2024 | $24,787,516 | +4.7% | 386,398 | -4.6% | 2.75% | -3.9% |
| Q4 2023 | $23,669,534 | +12.6% | 404,953 | +1.2% | 2.86% | -4.3% |
| Q3 2023 | $21,013,803 | -1.6% | 400,338 | +2.0% | 2.99% | +0.4% |
| Q2 2023 | $21,363,566 | +9.8% | 392,423 | +1.7% | 2.98% | +5.2% |
| Q1 2023 | $19,453,357 | +9.4% | 385,749 | +2.6% | 2.83% | +1.7% |
| Q4 2022 | $17,776,560 | +41.6% | 375,905 | +32.1% | 2.78% | +22.3% |
| Q3 2022 | $12,556,000 | -1.0% | 284,647 | +4.3% | 2.28% | +2.6% |
| Q2 2022 | $12,680,000 | +31.3% | 272,806 | +38.9% | 2.22% | +21.3% |
| Q1 2022 | $9,654,000 | -36.9% | 196,372 | -25.0% | 1.83% | -20.9% |
| Q4 2021 | $15,310,000 | +21.5% | 261,935 | +10.2% | 2.31% | +12.6% |
| Q3 2021 | $12,600,000 | +2.4% | 237,774 | +2.3% | 2.05% | -0.3% |
| Q2 2021 | $12,303,000 | +26.2% | 232,335 | +18.5% | 2.06% | +12.7% |
| Q1 2021 | $9,747,000 | +25.7% | 196,067 | +16.6% | 1.83% | +12.1% |
| Q4 2020 | $7,753,000 | +26.9% | 168,224 | +12.6% | 1.63% | -5.6% |
| Q3 2020 | $6,109,000 | +21.8% | 149,449 | +12.6% | 1.73% | +10.6% |
| Q2 2020 | $5,014,000 | +31.5% | 132,712 | +39.0% | 1.56% | +26.1% |
| Q4 2019 | $3,812,000 | – | 95,478 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 678,759 | $34,114,000 | 23.85% |
| TRH Financial, LLC | 863,078 | $42,455,000 | 21.57% |
| Financial Strategies Group, Inc. | 724,518 | $35,639,000 | 18.46% |
| Blueprint Investment Partners LLC | 462,455 | $22,748,000 | 17.71% |
| Shepherd Financial Partners LLC | 1,343,436 | $66,084,000 | 14.63% |
| Leicht Financial Planning & Wealth Management, Inc. | 427,454 | $21,026,000 | 13.61% |
| SENTINEL PENSION ADVISORS INC. | 721,494 | $35,490,000 | 13.02% |
| Professional Financial Advisors, LLC | 403,180 | $19,832,000 | 12.32% |
| Annex Advisory Services, LLC | 2,435,117 | $119,784,000 | 11.53% |
| Rosenberg Matthew Hamilton | 370,595 | $18,230,000 | 10.40% |