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 | $1,295,086 | -9.3% | 24,673 | -6.0% | 1.28% | -6.6% |
| Q2 2023 | $1,428,342 | +7.5% | 26,237 | -0.5% | 1.37% | -4.2% |
| Q1 2023 | $1,329,133 | +3.4% | 26,356 | -3.0% | 1.43% | -12.6% |
| Q4 2022 | $1,284,964 | +4.9% | 27,172 | -2.2% | 1.64% | -1.7% |
| Q3 2022 | $1,225,000 | -9.0% | 27,772 | -4.1% | 1.67% | -5.1% |
| Q2 2022 | $1,346,000 | -17.2% | 28,966 | -1.0% | 1.76% | -14.5% |
| Q1 2022 | $1,626,000 | -12.5% | 29,253 | -8.0% | 2.06% | +15.7% |
| Q4 2021 | $1,858,000 | – | 31,786 | – | 1.78% | – |
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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% |