SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |