SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $880,205 | -4.0% | 16,769 | -0.4% | 1.15% | -10.0% |
| Q2 2023 | $916,770 | +11.6% | 16,840 | +3.4% | 1.27% | +14.2% |
| Q1 2023 | $821,505 | +4.0% | 16,290 | -2.5% | 1.12% | -1.2% |
| Q4 2022 | $790,169 | -2.0% | 16,709 | -8.5% | 1.13% | -7.7% |
| Q3 2022 | $806,000 | -11.9% | 18,264 | -7.3% | 1.22% | -8.2% |
| Q2 2022 | $915,000 | -12.4% | 19,694 | -0.9% | 1.33% | +6.7% |
| Q1 2022 | $1,044,000 | -37.2% | 19,878 | -30.1% | 1.25% | -34.7% |
| Q4 2021 | $1,662,000 | – | 28,436 | – | 1.91% | – |
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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% |