SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,497,219 | -2.7% | 161,883 | +0.9% | 7.12% | +1.7% |
| Q2 2023 | $8,734,823 | +9.7% | 160,449 | +0.3% | 7.01% | +0.8% |
| Q1 2023 | $7,961,723 | +11.6% | 160,035 | +6.1% | 6.95% | +7.0% |
| Q4 2022 | $7,134,435 | +12.3% | 150,866 | +4.7% | 6.50% | +3.2% |
| Q3 2022 | $6,355,000 | -3.1% | 144,077 | +3.0% | 6.30% | +3.5% |
| Q2 2022 | $6,557,000 | -11.7% | 139,932 | +6.3% | 6.08% | +7.2% |
| Q1 2022 | $7,422,000 | -3.8% | 131,648 | -0.3% | 5.68% | -8.0% |
| Q4 2021 | $7,719,000 | – | 132,056 | – | 6.17% | – |
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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% |