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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $42,000 | -16.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | -5.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +11.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $47,691 | +0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,673 | +7.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,271 | +6.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $41,481 | +12.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $36,801 | +8.2% | 900 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $34,002 | +20.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,305 | -21.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,874 | +8.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $33,066 | +0.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,814 | +3.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $31,662 | +13.8% | 900 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $27,819 | -14.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,580 | +6.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,591 | +3.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $29,538 | -1.2% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $29,889 | +6.0% | 900 | +500.0% | 0.00% | 0.0% |
| Q3 2017 | $28,185 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |