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 | $126,501 | -13.4% | 2,410 | -10.1% | 0.06% | -13.9% |
| Q2 2023 | $146,008 | -55.0% | 2,682 | -58.3% | 0.07% | -55.6% |
| Q1 2023 | $324,177 | +102164.0% | 6,428 | -4.1% | 0.16% | -5.3% |
| Q4 2022 | $317 | -99.7% | 6,702 | +193.2% | 0.17% | +17.1% |
| Q3 2022 | $101,000 | -98.7% | 2,286 | -98.6% | 0.15% | -96.6% |
| Q2 2022 | $7,556,000 | -8.3% | 162,559 | +9.7% | 4.30% | -4.8% |
| Q1 2022 | $8,236,000 | +1.2% | 148,186 | +6.4% | 4.52% | -1.1% |
| Q4 2021 | $8,138,000 | +9.0% | 139,222 | -1.2% | 4.57% | -1.3% |
| Q3 2021 | $7,467,000 | +5.2% | 140,905 | +5.1% | 4.63% | -1.1% |
| Q2 2021 | $7,099,000 | +39.1% | 134,025 | +29.2% | 4.68% | +22.4% |
| Q1 2021 | $5,104,000 | +9.4% | 103,771 | +2.5% | 3.82% | +2.3% |
| Q4 2020 | $4,667,000 | – | 101,252 | – | 3.74% | – |
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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% |