SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,820,727 | +2.7% | 53,738 | +6.5% | 1.88% | +5.3% |
| Q2 2023 | $2,745,905 | +17.3% | 50,439 | +8.6% | 1.78% | +22.3% |
| Q1 2023 | $2,341,396 | +5.7% | 46,429 | -0.9% | 1.46% | 0.0% |
| Q4 2022 | $2,215,866 | +19.8% | 46,857 | +11.8% | 1.46% | -0.5% |
| Q3 2022 | $1,849,000 | -0.5% | 41,909 | +4.8% | 1.47% | -8.3% |
| Q2 2022 | $1,858,000 | -18.5% | 39,984 | -2.5% | 1.60% | -12.5% |
| Q1 2022 | $2,279,000 | +6.0% | 41,011 | +11.5% | 1.83% | +7.6% |
| Q4 2021 | $2,150,000 | – | 36,778 | – | 1.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |