SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,182 | -3.6% | 3,547 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $193,099 | +8.0% | 3,547 | 0.0% | 0.14% | +13.7% |
| Q1 2023 | $178,875 | +6.6% | 3,547 | 0.0% | 0.12% | +13.8% |
| Q4 2022 | $167,738 | +7.5% | 3,547 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $156,000 | -5.5% | 3,547 | 0.0% | 0.11% | +12.8% |
| Q2 2022 | $165,000 | -16.2% | 3,547 | 0.0% | 0.09% | -2.1% |
| Q1 2022 | $197,000 | -4.8% | 3,547 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $207,000 | +10.1% | 3,547 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $188,000 | 0.0% | 3,547 | 0.0% | 0.10% | -3.9% |
| Q2 2021 | $188,000 | +8.0% | 3,547 | 0.0% | 0.10% | -1.9% |
| Q1 2021 | $174,000 | +6.7% | 3,547 | 0.0% | 0.10% | -10.3% |
| Q4 2020 | $163,000 | – | 3,547 | – | 0.12% | – |
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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% |