SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,589,295 | -11.4% | 30,278 | -8.1% | 0.00% | 0.0% |
| Q2 2023 | $1,793,138 | +9.2% | 32,938 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $1,641,462 | +49.0% | 32,549 | +39.8% | 0.00% | 0.0% |
| Q4 2022 | $1,101,340 | +3.9% | 23,289 | -3.1% | 0.00% | 0.0% |
| Q3 2022 | $1,060,000 | -1.9% | 24,038 | +3.5% | 0.00% | 0.0% |
| Q2 2022 | $1,080,000 | -19.0% | 23,235 | -3.1% | 0.00% | 0.0% |
| Q1 2022 | $1,334,000 | +8.2% | 23,989 | +13.7% | 0.00% | 0.0% |
| Q4 2021 | $1,233,000 | +10.3% | 21,101 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,118,000 | +2.1% | 21,100 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $1,095,000 | +7.8% | 20,663 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,016,000 | +6.7% | 20,663 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $952,000 | +40.2% | 20,662 | +24.5% | 0.00% | +100.0% |
| Q3 2020 | $679,000 | +54.0% | 16,600 | +42.3% | 0.00% | 0.0% |
| Q2 2020 | $441,000 | +20.2% | 11,664 | -0.2% | 0.00% | 0.0% |
| Q1 2020 | $367,000 | -19.0% | 11,682 | +2.6% | 0.00% | 0.0% |
| Q4 2019 | $453,000 | – | 11,388 | – | 0.00% | – |
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% |