SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,360 | -12.6% | 178,321 | -9.4% | 0.02% | -13.6% |
| Q2 2023 | $10,710 | +9.5% | 196,738 | +1.4% | 0.02% | +4.8% |
| Q1 2023 | $9,783 | +4.5% | 193,996 | -2.0% | 0.02% | -8.7% |
| Q4 2022 | $9,361 | -99.9% | 197,969 | +12.2% | 0.02% | +15.0% |
| Q3 2022 | $7,782,000 | +5.4% | 176,437 | +11.1% | 0.02% | +5.3% |
| Q2 2022 | $7,380,000 | -1.7% | 158,789 | +17.6% | 0.02% | +11.8% |
| Q1 2022 | $7,504,000 | +166.2% | 135,029 | +179.9% | 0.02% | +183.3% |
| Q4 2021 | $2,819,000 | +2.7% | 48,245 | -6.9% | 0.01% | -14.3% |
| Q3 2021 | $2,746,000 | +7.9% | 51,831 | +7.9% | 0.01% | +16.7% |
| Q2 2021 | $2,544,000 | +16.5% | 48,038 | +8.2% | 0.01% | 0.0% |
| Q1 2021 | $2,183,000 | -9.6% | 44,398 | -15.3% | 0.01% | -14.3% |
| Q4 2020 | $2,414,000 | +28.1% | 52,390 | +13.6% | 0.01% | +16.7% |
| Q3 2020 | $1,885,000 | +9.4% | 46,105 | +1.1% | 0.01% | -14.3% |
| Q2 2020 | $1,723,000 | +12.1% | 45,608 | -6.7% | 0.01% | 0.0% |
| Q1 2020 | $1,537,000 | -24.7% | 48,891 | -4.5% | 0.01% | -12.5% |
| Q4 2019 | $2,040,000 | -2.6% | 51,193 | -10.2% | 0.01% | -11.1% |
| Q3 2019 | $2,095,000 | +15.8% | 57,028 | +14.9% | 0.01% | +12.5% |
| Q2 2019 | $1,809,000 | +10.0% | 49,636 | +6.2% | 0.01% | 0.0% |
| Q1 2019 | $1,644,000 | +17.9% | 46,733 | +3.6% | 0.01% | +14.3% |
| Q4 2018 | $1,394,000 | -60.2% | 45,113 | -53.4% | 0.01% | -58.8% |
| Q3 2018 | $3,501,000 | +190.1% | 96,726 | +172.3% | 0.02% | +183.3% |
| Q2 2018 | $1,207,000 | +4.0% | 35,518 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $1,161,000 | +19.4% | 35,394 | +21.0% | 0.01% | +20.0% |
| Q4 2017 | $972,000 | – | 29,260 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |