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 2022 | $848,152 | -9.5% | 19,228 | -4.6% | 0.04% | -5.3% |
| Q2 2022 | $937,109 | -18.4% | 20,162 | -2.4% | 0.04% | -2.6% |
| Q1 2022 | $1,148,599 | +1.1% | 20,666 | +6.3% | 0.04% | +2.6% |
| Q4 2021 | $1,136,338 | +25.3% | 19,441 | +13.6% | 0.04% | +11.8% |
| Q3 2021 | $907,248 | -68.7% | 17,121 | -68.7% | 0.03% | -69.6% |
| Q2 2021 | $2,894,646 | +284.9% | 54,647 | +257.4% | 0.11% | +239.4% |
| Q1 2021 | $752,105 | +61.5% | 15,290 | +51.3% | 0.03% | +37.5% |
| Q4 2020 | $465,835 | -64.5% | 10,107 | -68.5% | 0.02% | -68.4% |
| Q3 2020 | $1,312,233 | +8.1% | 32,092 | -0.1% | 0.08% | -3.8% |
| Q2 2020 | $1,214,182 | +25.9% | 32,138 | +4.8% | 0.08% | -1.2% |
| Q1 2020 | $964,039 | -9.3% | 30,653 | +15.0% | 0.08% | +5.3% |
| Q4 2019 | $1,062,628 | +1728.2% | 26,659 | +1585.1% | 0.08% | +1420.0% |
| Q3 2019 | $58,123 | -98.8% | 1,582 | -98.8% | 0.01% | -98.7% |
| Q2 2019 | $4,663,854 | +8279.9% | 127,917 | +7985.8% | 0.39% | +7760.0% |
| Q1 2019 | $55,655 | +22.5% | 1,582 | +7.6% | 0.01% | -16.7% |
| Q4 2018 | $45,438 | -14.6% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $53,214 | +6.5% | 1,470 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $49,965 | +3.6% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,245 | -1.2% | 1,470 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $48,819 | – | 1,470 | – | 0.01% | – |
Download | ||||||
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% |