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 | $418,490 | -7.7% | 7,973 | -4.3% | 0.21% | -5.8% |
| Q2 2023 | $453,497 | -1.6% | 8,330 | -8.8% | 0.23% | -0.9% |
| Q1 2023 | $460,679 | +105.6% | 9,135 | +92.8% | 0.23% | +94.9% |
| Q4 2022 | $224,043 | -59.0% | 4,738 | -61.8% | 0.12% | -63.4% |
| Q3 2022 | $547,000 | 0.0% | 12,394 | +5.3% | 0.32% | +2.9% |
| Q2 2022 | $547,000 | -36.5% | 11,775 | -24.0% | 0.31% | -33.4% |
| Q1 2022 | $861,000 | -5.2% | 15,491 | -0.3% | 0.47% | -49.8% |
| Q4 2021 | $908,000 | – | 15,533 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |