SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,234 | -30.3% | 188 | -35.4% | 0.00% | – |
| Q1 2023 | $14,675 | +6.6% | 291 | 0.0% | 0.00% | – |
| Q4 2022 | $13,761 | +14.7% | 291 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -20.0% | 291 | -13.1% | 0.00% | – |
| Q2 2022 | $15,000 | -28.6% | 335 | -13.0% | 0.00% | – |
| Q1 2022 | $21,000 | +61.5% | 385 | +54.6% | 0.00% | – |
| Q3 2021 | $13,000 | -40.9% | 249 | -40.1% | 0.00% | – |
| Q2 2021 | $22,000 | +1000.0% | 416 | +670.4% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | – | 54 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 869,618 | $46,081,000 | 26.39% |
| Financial Strategies Group, Inc. | 761,759 | $40,366,000 | 18.04% |
| TRH Financial, LLC | 827,759 | $43,863,000 | 17.26% |
| Shepherd Financial Partners LLC | 1,363,222 | $72,229,000 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 416,217 | $22,467,000 | 13.49% |
| SENTINEL PENSION ADVISORS INC | 734,487 | $38,920,000 | 13.25% |
| Blueprint Investment Partners LLC | 406,770 | $21,555,000 | 10.76% |
| Astor Investment Management LLC | 881,352 | $46,702,000 | 10.38% |
| Rockbridge Investment Management, LCC | 1,036,589 | $54,929,000 | 9.08% |
| Annex Advisory Services, LLC | 2,068,029 | $109,587,000 | 8.96% |