SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,073 | -44.0% | 6,917 | -41.9% | 0.27% | -35.4% |
| Q2 2023 | $648,163 | -31.6% | 11,906 | -36.6% | 0.42% | -39.6% |
| Q1 2023 | $947,277 | -72.5% | 18,784 | -74.2% | 0.70% | -69.0% |
| Q4 2022 | $3,440,915 | +12.0% | 72,762 | +4.5% | 2.25% | -5.4% |
| Q3 2022 | $3,073,000 | -1.9% | 69,656 | +3.4% | 2.38% | +6.0% |
| Q2 2022 | $3,132,000 | -14.9% | 67,375 | +1.8% | 2.24% | -9.5% |
| Q1 2022 | $3,679,000 | +24.0% | 66,186 | +30.4% | 2.48% | +17.5% |
| Q4 2021 | $2,967,000 | -9.9% | 50,762 | -18.3% | 2.11% | -0.4% |
| Q3 2021 | $3,293,000 | +1.0% | 62,151 | +0.9% | 2.12% | +1.3% |
| Q2 2021 | $3,261,000 | +10.3% | 61,569 | +2.5% | 2.09% | +9.3% |
| Q1 2021 | $2,956,000 | +5.8% | 60,093 | -0.9% | 1.91% | +8.9% |
| Q4 2020 | $2,794,000 | +37.6% | 60,621 | +22.1% | 1.76% | -10.2% |
| Q3 2020 | $2,030,000 | +11.0% | 49,639 | +2.5% | 1.96% | +10.0% |
| Q2 2020 | $1,829,000 | +18.3% | 48,408 | -1.5% | 1.78% | +1.1% |
| Q1 2020 | $1,546,000 | – | 49,145 | – | 1.76% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |