SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,665,252 | -4.5% | 31,725 | -1.0% | 1.09% | -5.1% |
| Q2 2023 | $1,743,981 | -23.1% | 32,035 | -28.7% | 1.15% | -13.8% |
| Q1 2023 | $2,267,248 | -34.9% | 44,958 | -38.9% | 1.33% | -40.1% |
| Q4 2022 | $3,481,013 | +1.2% | 73,610 | -5.6% | 2.22% | -7.3% |
| Q3 2022 | $3,441,000 | -17.0% | 78,007 | -12.5% | 2.40% | -11.7% |
| Q2 2022 | $4,145,000 | +18.5% | 89,188 | +41.8% | 2.72% | +34.4% |
| Q1 2022 | $3,497,000 | +62.0% | 62,919 | +70.4% | 2.02% | +73.7% |
| Q4 2021 | $2,159,000 | +411.6% | 36,933 | +363.9% | 1.16% | +286.4% |
| Q2 2021 | $422,000 | – | 7,961 | – | 0.30% | – |
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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% |