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 | $1,364,383 | -0.3% | 25,993 | +3.4% | 0.21% | -0.5% |
| Q2 2023 | $1,368,119 | +6.1% | 25,131 | -1.7% | 0.21% | -2.7% |
| Q1 2023 | $1,289,089 | +39.4% | 25,562 | +30.8% | 0.22% | +30.2% |
| Q4 2022 | $924,557 | +28.2% | 19,550 | +19.6% | 0.17% | +13.4% |
| Q3 2022 | $721,000 | +5.6% | 16,352 | +11.3% | 0.15% | +2.1% |
| Q2 2022 | $683,000 | +32.1% | 14,691 | +57.8% | 0.15% | +52.1% |
| Q1 2022 | $517,000 | +118.1% | 9,307 | +129.9% | 0.10% | +92.0% |
| Q4 2021 | $237,000 | – | 4,048 | – | 0.05% | – |
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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% |