SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,885 | +609.3% | 6,018 | +635.7% | 0.00% | – |
| Q2 2023 | $44,532 | +8.0% | 818 | 0.0% | 0.00% | – |
| Q1 2023 | $41,252 | -31.5% | 818 | -35.7% | 0.00% | – |
| Q4 2022 | $60,200 | +50.5% | 1,273 | +39.3% | 0.00% | – |
| Q3 2022 | $40,000 | -34.4% | 914 | -30.6% | 0.00% | – |
| Q2 2022 | $61,000 | -14.1% | 1,317 | +2.6% | 0.00% | – |
| Q1 2022 | $71,000 | -74.2% | 1,284 | -72.8% | 0.00% | – |
| Q4 2021 | $275,000 | +10.0% | 4,718 | -0.2% | 0.00% | – |
| Q3 2021 | $250,000 | +25.0% | 4,728 | +24.9% | 0.00% | – |
| Q2 2021 | $200,000 | +7.0% | 3,785 | 0.0% | 0.00% | – |
| Q1 2021 | $187,000 | +103.3% | 3,785 | +90.7% | 0.00% | – |
| Q4 2020 | $92,000 | +12.2% | 1,985 | 0.0% | 0.00% | – |
| Q3 2020 | $82,000 | +173.3% | 1,985 | +152.9% | 0.00% | – |
| Q2 2020 | $30,000 | +20.0% | 785 | 0.0% | 0.00% | – |
| Q1 2020 | $25,000 | -19.4% | 785 | 0.0% | 0.00% | – |
| Q4 2019 | $31,000 | +6.9% | 785 | 0.0% | 0.00% | – |
| Q3 2019 | $29,000 | -75.6% | 785 | -76.0% | 0.00% | – |
| Q2 2019 | $119,000 | +1600.0% | 3,272 | +1631.2% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 189 | +0.5% | 0.00% | – |
| Q4 2018 | $6,000 | -96.7% | 188 | -96.2% | 0.00% | – |
| Q3 2018 | $181,000 | +2916.7% | 5,004 | +2590.3% | 0.00% | – |
| Q2 2018 | $6,000 | -64.7% | 186 | -64.6% | 0.00% | – |
| Q1 2018 | $17,000 | – | 526 | – | 0.00% | – |
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% |