SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,604,442 | +1.5% | 29,472 | -5.9% | 0.75% | +2.0% |
| Q1 2023 | $1,580,024 | +6.2% | 31,331 | -0.4% | 0.73% | +27.3% |
| Q4 2022 | $1,488,092 | +10.6% | 31,467 | +3.1% | 0.58% | -25.3% |
| Q3 2022 | $1,346,000 | -6.7% | 30,532 | -1.6% | 0.77% | -3.7% |
| Q2 2022 | $1,442,000 | -18.8% | 31,035 | -2.8% | 0.80% | +52.0% |
| Q1 2022 | $1,775,000 | -6.3% | 31,936 | -1.5% | 0.53% | +4.4% |
| Q4 2021 | $1,894,000 | +15.0% | 32,411 | +4.2% | 0.50% | +39.9% |
| Q3 2021 | $1,647,000 | +6.5% | 31,094 | +6.6% | 0.36% | +22.8% |
| Q2 2021 | $1,546,000 | +9.0% | 29,165 | +1.2% | 0.29% | +6.5% |
| Q1 2021 | $1,418,000 | +2.0% | 28,817 | -4.5% | 0.28% | +11.3% |
| Q4 2020 | $1,390,000 | +12.2% | 30,161 | -0.4% | 0.25% | -2.4% |
| Q3 2020 | $1,239,000 | +11.9% | 30,295 | +3.4% | 0.25% | +5.4% |
| Q2 2020 | $1,107,000 | +27.4% | 29,296 | +6.1% | 0.24% | +12.1% |
| Q1 2020 | $869,000 | -21.1% | 27,618 | -0.1% | 0.22% | -2.7% |
| Q4 2019 | $1,102,000 | +424.8% | 27,658 | +384.0% | 0.22% | +370.2% |
| Q3 2019 | $210,000 | – | 5,714 | – | 0.05% | – |
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% |