SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,944,539 | -1.6% | 818,147 | +2.1% | 7.04% | +1.5% |
| Q2 2023 | $43,643,782 | +5.7% | 801,685 | -2.1% | 6.93% | -9.0% |
| Q1 2023 | $41,306,459 | +9.0% | 819,085 | +2.2% | 7.62% | +22.0% |
| Q4 2022 | $37,891,065 | +4.1% | 801,249 | -2.9% | 6.24% | +12.2% |
| Q3 2022 | $36,416,000 | -5.2% | 825,574 | -0.2% | 5.56% | +5.4% |
| Q2 2022 | $38,433,000 | -18.6% | 826,862 | -2.6% | 5.28% | -35.9% |
| Q1 2022 | $47,187,000 | -4.7% | 848,988 | +0.2% | 8.23% | -1.1% |
| Q4 2021 | $49,537,000 | +11.1% | 847,510 | +0.8% | 8.32% | +2.8% |
| Q3 2021 | $44,572,000 | – | 841,139 | – | 8.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |