SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,334,297 | +1.1% | 82,574 | +4.8% | 2.59% | +1.4% |
| Q2 2023 | $4,289,142 | +5.3% | 78,787 | -2.5% | 2.55% | -0.6% |
| Q1 2023 | $4,073,585 | +38.9% | 80,777 | +30.3% | 2.57% | +33.2% |
| Q4 2022 | $2,932,674 | +6.3% | 62,015 | -0.8% | 1.93% | -1.3% |
| Q3 2022 | $2,758,000 | +98.3% | 62,524 | +108.9% | 1.95% | +113.8% |
| Q2 2022 | $1,391,000 | -29.5% | 29,931 | -11.3% | 0.91% | -15.5% |
| Q4 2021 | $1,973,000 | +20.5% | 33,752 | +14.5% | 1.08% | +14.5% |
| Q1 2021 | $1,638,000 | – | 29,476 | – | 0.94% | – |
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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% |