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 | $2,002,419 | +6.7% | 38,149 | +10.7% | 1.23% | +11.3% |
| Q2 2023 | $1,876,779 | +12.8% | 34,474 | +4.5% | 1.10% | +5.0% |
| Q1 2023 | $1,664,181 | +6.3% | 33,000 | -0.3% | 1.05% | -0.8% |
| Q4 2022 | $1,565,663 | +51.7% | 33,108 | +41.5% | 1.06% | +43.4% |
| Q3 2022 | $1,032,000 | -4.1% | 23,394 | +1.3% | 0.74% | -0.9% |
| Q2 2022 | $1,076,000 | -11.4% | 23,087 | +5.7% | 0.74% | +3.5% |
| Q1 2022 | $1,214,000 | +1.8% | 21,848 | +7.1% | 0.72% | -2.0% |
| Q4 2021 | $1,192,000 | +315.3% | 20,402 | +276.3% | 0.74% | +253.4% |
| Q3 2021 | $287,000 | +21.6% | 5,422 | +21.7% | 0.21% | +20.2% |
| Q2 2021 | $236,000 | – | 4,454 | – | 0.17% | – |
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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% |