SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,819,947 | +3.4% | 168,031 | -1.0% | 5.60% | +0.1% |
| Q2 2023 | $8,528,687 | -0.3% | 169,644 | -0.0% | 5.59% | +3.7% |
| Q1 2023 | $8,558,441 | +8.7% | 169,710 | +1.9% | 5.39% | -0.8% |
| Q4 2022 | $7,873,622 | +10.4% | 166,497 | +3.0% | 5.43% | +1.6% |
| Q3 2022 | $7,131,000 | +8.9% | 161,674 | +14.7% | 5.35% | +12.9% |
| Q2 2022 | $6,549,000 | -13.7% | 140,899 | +3.1% | 4.74% | -7.8% |
| Q1 2022 | $7,593,000 | +8.1% | 136,612 | +13.6% | 5.13% | +13.4% |
| Q4 2021 | $7,027,000 | – | 120,215 | – | 4.53% | – |
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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% |