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 2022 | $344,000 | -6.8% | 7,798 | -1.9% | 0.34% | 0.0% |
| Q2 2022 | $369,000 | -42.5% | 7,947 | -31.2% | 0.34% | -31.0% |
| Q1 2022 | $642,000 | -25.3% | 11,552 | -21.4% | 0.50% | -22.0% |
| Q4 2021 | $859,000 | -2.9% | 14,688 | -12.1% | 0.64% | -14.6% |
| Q3 2021 | $885,000 | -3.3% | 16,706 | -3.3% | 0.74% | -5.6% |
| Q2 2021 | $915,000 | +39.7% | 17,280 | +29.8% | 0.79% | +25.6% |
| Q1 2021 | $655,000 | +3.6% | 13,314 | -2.9% | 0.63% | -0.3% |
| Q4 2020 | $632,000 | – | 13,717 | – | 0.63% | – |
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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% |