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 | $20,908,871 | -2.8% | 398,340 | +0.8% | 14.52% | -0.2% |
| Q2 2023 | $21,513,503 | +4.2% | 395,178 | -3.5% | 14.54% | +0.7% |
| Q1 2023 | $20,646,182 | +11.4% | 409,403 | +4.5% | 14.43% | +4.4% |
| Q4 2022 | $18,533,000 | +0.6% | 391,902 | -6.2% | 13.83% | -6.5% |
| Q3 2022 | $18,429,000 | -2.8% | 417,788 | +2.4% | 14.79% | +0.7% |
| Q2 2022 | $18,961,000 | -10.0% | 407,931 | +7.6% | 14.68% | -9.1% |
| Q1 2022 | $21,070,000 | +6.6% | 379,093 | +12.2% | 16.15% | +5.7% |
| Q4 2021 | $19,757,000 | – | 338,014 | – | 15.28% | – |
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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% |