SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,595 | -48.1% | 3,974 | -46.1% | 0.16% | -47.6% |
| Q2 2023 | $401,549 | +45.2% | 7,376 | +34.5% | 0.30% | +6.1% |
| Q1 2023 | $276,558 | -7.4% | 5,484 | -13.2% | 0.28% | -22.9% |
| Q4 2022 | $298,636 | +11.0% | 6,315 | +24.3% | 0.36% | +70.0% |
| Q2 2022 | $269,000 | -67.2% | 5,082 | -65.5% | 0.21% | -67.7% |
| Q1 2022 | $819,000 | -4.9% | 14,732 | 0.0% | 0.66% | +4.8% |
| Q4 2021 | $861,000 | +43.0% | 14,732 | +30.0% | 0.63% | +46.2% |
| Q3 2021 | $602,000 | +123.8% | 11,331 | +123.0% | 0.43% | +102.3% |
| Q2 2021 | $269,000 | -9.7% | 5,082 | -21.3% | 0.21% | -18.1% |
| Q4 2020 | $298,000 | – | 6,459 | – | 0.26% | – |
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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% |