SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,501 | -20.1% | 10,945 | -23.3% | 0.43% | -14.5% |
| Q1 2023 | $719,441 | +91.1% | 14,266 | +79.2% | 0.50% | +83.6% |
| Q4 2022 | $376,489 | -63.0% | 7,961 | -65.5% | 0.27% | -60.6% |
| Q3 2022 | $1,018,000 | -6.9% | 23,090 | -1.9% | 0.70% | +2.4% |
| Q2 2022 | $1,094,000 | -41.4% | 23,534 | -29.9% | 0.68% | -8.4% |
| Q1 2022 | $1,866,000 | -12.6% | 33,567 | -8.1% | 0.74% | -9.5% |
| Q4 2021 | $2,134,000 | – | 36,518 | – | 0.82% | – |
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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% |