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 | $286,281 | -7.4% | 5,454 | -3.9% | 0.29% | -4.0% |
| Q2 2023 | $309,056 | -1.9% | 5,677 | -9.2% | 0.30% | -5.4% |
| Q1 2023 | $315,188 | +6.6% | 6,250 | 0.0% | 0.32% | +1.0% |
| Q4 2022 | $295,562 | +7.1% | 6,250 | 0.0% | 0.31% | -2.8% |
| Q3 2022 | $276,000 | -4.8% | 6,250 | 0.0% | 0.32% | 0.0% |
| Q2 2022 | $290,000 | -23.7% | 6,250 | -8.6% | 0.32% | -11.8% |
| Q1 2022 | $380,000 | -5.0% | 6,838 | 0.0% | 0.36% | +0.3% |
| Q4 2021 | $400,000 | – | 6,838 | – | 0.36% | – |
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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% |