SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,454 | -3.6% | 6,829 | 0.0% | 0.33% | +0.3% |
| Q2 2023 | $371,771 | -28.8% | 6,829 | -34.1% | 0.32% | -28.3% |
| Q1 2023 | $522,253 | +96973.0% | 10,356 | -8.9% | 0.45% | -5.0% |
| Q4 2022 | $538 | -99.9% | 11,373 | 0.0% | 0.48% | +7.9% |
| Q3 2022 | $502,000 | -7.2% | 11,373 | -2.2% | 0.44% | -2.4% |
| Q2 2022 | $541,000 | -16.3% | 11,631 | 0.0% | 0.45% | -6.8% |
| Q1 2022 | $646,000 | -3.9% | 11,631 | +1.1% | 0.49% | -2.4% |
| Q4 2021 | $672,000 | +12.4% | 11,499 | +1.9% | 0.50% | +10.7% |
| Q3 2021 | $598,000 | -24.7% | 11,283 | -24.7% | 0.45% | -22.3% |
| Q2 2021 | $794,000 | – | 14,992 | – | 0.58% | – |
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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% |