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 | $306,390 | -13.6% | 5,837 | -10.4% | 0.07% | -16.5% |
| Q2 2023 | $354,573 | +26.7% | 6,513 | +17.4% | 0.08% | +12.9% |
| Q1 2023 | $279,790 | +13.5% | 5,548 | +6.4% | 0.07% | -1.4% |
| Q4 2022 | $246,526 | +11.6% | 5,213 | +4.1% | 0.07% | -2.7% |
| Q3 2022 | $221,000 | -19.0% | 5,010 | -14.8% | 0.07% | -21.5% |
| Q2 2022 | $273,000 | -13.1% | 5,878 | +4.1% | 0.09% | -5.1% |
| Q1 2022 | $314,000 | +9.8% | 5,645 | +15.5% | 0.10% | +4.3% |
| Q4 2021 | $286,000 | +43.0% | 4,888 | +29.2% | 0.09% | +23.7% |
| Q3 2021 | $200,000 | – | 3,782 | – | 0.08% | – |
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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% |