SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 557 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $331,720 | -16.0% | 5,171 | -23.4% | 0.41% | -22.7% |
| Q4 2023 | $394,713 | -12.0% | 6,753 | -21.0% | 0.53% | -25.1% |
| Q3 2023 | $448,653 | -25.9% | 8,547 | -23.1% | 0.71% | -17.8% |
| Q2 2023 | $605,158 | +8.0% | 11,116 | +0.0% | 0.86% | +25.8% |
| Q1 2023 | $560,566 | +95396.8% | 11,115 | -10.4% | 0.68% | -22.7% |
| Q4 2022 | $587 | -99.9% | 12,410 | -2.1% | 0.88% | +14.1% |
| Q3 2022 | $559,000 | -11.7% | 12,681 | -6.9% | 0.77% | -35.3% |
| Q2 2022 | $633,000 | – | 13,625 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 678,759 | $34,114,000 | 23.85% |
| TRH Financial, LLC | 863,078 | $42,455,000 | 21.57% |
| Financial Strategies Group, Inc. | 724,518 | $35,639,000 | 18.46% |
| Blueprint Investment Partners LLC | 462,455 | $22,748,000 | 17.71% |
| Shepherd Financial Partners LLC | 1,343,436 | $66,084,000 | 14.63% |
| Leicht Financial Planning & Wealth Management, Inc. | 427,454 | $21,026,000 | 13.61% |
| SENTINEL PENSION ADVISORS INC. | 721,494 | $35,490,000 | 13.02% |
| Professional Financial Advisors, LLC | 403,180 | $19,832,000 | 12.32% |
| Annex Advisory Services, LLC | 2,435,117 | $119,784,000 | 11.53% |
| Rosenberg Matthew Hamilton | 370,595 | $18,230,000 | 10.40% |