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 | $484,535 | -6.1% | 9,231 | -2.6% | 0.24% | -12.0% |
| Q2 2023 | $515,765 | +8.0% | 9,474 | 0.0% | 0.27% | 0.0% |
| Q1 2023 | $477,774 | +6.6% | 9,474 | 0.0% | 0.27% | -10.2% |
| Q4 2022 | $448,025 | +7.2% | 9,474 | 0.0% | 0.30% | -5.9% |
| Q3 2022 | $418,000 | -5.0% | 9,474 | 0.0% | 0.32% | -4.4% |
| Q2 2022 | $440,000 | -16.5% | 9,474 | 0.0% | 0.34% | -14.0% |
| Q1 2022 | $527,000 | -15.7% | 9,474 | -11.4% | 0.39% | -22.1% |
| Q4 2021 | $625,000 | – | 10,688 | – | 0.51% | – |
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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% |