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 | $867,402 | -3.9% | 16,525 | -0.4% | 0.20% | -2.0% |
| Q2 2023 | $903,034 | +6.3% | 16,588 | -1.5% | 0.20% | +1.5% |
| Q1 2023 | $849,406 | +6.8% | 16,843 | -0.2% | 0.20% | -28.4% |
| Q4 2022 | $795,070 | +9.5% | 16,877 | +2.5% | 0.28% | -2.5% |
| Q3 2022 | $726,000 | -18.4% | 16,459 | -5.6% | 0.28% | -5.6% |
| Q2 2022 | $890,000 | -6.6% | 17,437 | +1.7% | 0.30% | +5.6% |
| Q1 2022 | $953,000 | -11.3% | 17,138 | -6.7% | 0.29% | -9.8% |
| Q4 2021 | $1,074,000 | +1.3% | 18,369 | -0.3% | 0.32% | 0.0% |
| Q3 2021 | $1,060,000 | +4.7% | 18,421 | -1.8% | 0.32% | 0.0% |
| Q2 2021 | $1,012,000 | -5.3% | 18,752 | -9.4% | 0.32% | -6.2% |
| Q1 2021 | $1,069,000 | +12.4% | 20,691 | +0.2% | 0.34% | -6.1% |
| Q4 2020 | $951,000 | – | 20,643 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |