SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $63,672,000 | +15.9% | 1,089,336 | +5.1% | 9.38% | +3.3% |
| Q3 2021 | $54,929,000 | +7.8% | 1,036,589 | +7.7% | 9.08% | +5.1% |
| Q2 2021 | $50,976,000 | +18.1% | 962,363 | +9.7% | 8.64% | +5.8% |
| Q1 2021 | $43,162,000 | +16.4% | 877,451 | +9.1% | 8.17% | +7.7% |
| Q4 2020 | $37,073,000 | +21.1% | 804,357 | +7.4% | 7.58% | +4.5% |
| Q3 2020 | $30,624,000 | +21.2% | 748,938 | +12.0% | 7.26% | +10.7% |
| Q2 2020 | $25,268,000 | – | 668,813 | – | 6.56% | – |
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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% |