SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,190 | -2.3% | 13,530 | +1.3% | 0.11% | -1.7% |
| Q2 2023 | $726,937 | +15.6% | 13,353 | +7.1% | 0.12% | +8.4% |
| Q1 2023 | $628,711 | -2.5% | 12,467 | -8.6% | 0.11% | -7.8% |
| Q4 2022 | $644,705 | +13.1% | 13,633 | +5.5% | 0.12% | +14.9% |
| Q3 2022 | $570,000 | +17.5% | 12,919 | +23.9% | 0.10% | +14.8% |
| Q2 2022 | $485,000 | -11.7% | 10,431 | -3.5% | 0.09% | -15.4% |
| Q1 2022 | $549,000 | -16.7% | 10,807 | -4.1% | 0.10% | -29.7% |
| Q4 2021 | $659,000 | +8.6% | 11,272 | -1.5% | 0.15% | -9.2% |
| Q3 2021 | $607,000 | +3.8% | 11,446 | +3.6% | 0.16% | -10.4% |
| Q2 2021 | $585,000 | +13.4% | 11,050 | +10.3% | 0.18% | -15.3% |
| Q1 2021 | $516,000 | +38.7% | 10,020 | +24.0% | 0.22% | +27.2% |
| Q4 2020 | $372,000 | +12.7% | 8,081 | +0.8% | 0.17% | -6.6% |
| Q3 2020 | $330,000 | +7.5% | 8,014 | -0.7% | 0.18% | -6.2% |
| Q2 2020 | $307,000 | +12.0% | 8,073 | +17.5% | 0.19% | +21.4% |
| Q4 2019 | $274,000 | +21.2% | 6,869 | +10.3% | 0.16% | +5.3% |
| Q3 2019 | $226,000 | +10.8% | 6,227 | +12.0% | 0.15% | +7.9% |
| Q2 2019 | $204,000 | – | 5,558 | – | 0.14% | – |
Download | ||||||
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% |