SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 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 ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |