SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,320,622 | -3.4% | 63,262 | +0.2% | 1.06% | -0.7% |
| Q2 2023 | $3,437,123 | -24.3% | 63,136 | -29.8% | 1.06% | -28.0% |
| Q1 2023 | $4,537,540 | +7.2% | 89,977 | +0.6% | 1.48% | -3.3% |
| Q4 2022 | $4,231,036 | +6.9% | 89,470 | -0.3% | 1.52% | +2.8% |
| Q3 2022 | $3,958,000 | -4.6% | 89,737 | +0.5% | 1.48% | -2.6% |
| Q2 2022 | $4,148,000 | -16.4% | 89,248 | -0.0% | 1.52% | -9.9% |
| Q1 2022 | $4,962,000 | -4.3% | 89,277 | +0.6% | 1.69% | +0.4% |
| Q4 2021 | $5,184,000 | +8.8% | 88,708 | -1.3% | 1.68% | +4.3% |
| Q3 2021 | $4,763,000 | +0.5% | 89,876 | +0.5% | 1.61% | +2.0% |
| Q2 2021 | $4,737,000 | +7.8% | 89,443 | +0.1% | 1.58% | +2.2% |
| Q1 2021 | $4,393,000 | +6.9% | 89,324 | +0.1% | 1.55% | -1.4% |
| Q4 2020 | $4,111,000 | +15.9% | 89,214 | +2.8% | 1.57% | +0.3% |
| Q3 2020 | $3,547,000 | +8.2% | 86,753 | +0.0% | 1.57% | -2.3% |
| Q2 2020 | $3,277,000 | – | 86,747 | – | 1.60% | – |
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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% |