SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,480 | +15.8% | 12,964 | +20.1% | 0.00% | – |
| Q2 2023 | $587,680 | -77.9% | 10,795 | -79.5% | 0.00% | -100.0% |
| Q1 2023 | $2,661,494 | +17.4% | 52,776 | +8.2% | 0.00% | 0.0% |
| Q2 2022 | $2,267,000 | -10.4% | 48,769 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $2,529,000 | +1.0% | 47,733 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $2,504,000 | +56.3% | 47,276 | +45.2% | 0.00% | – |
| Q1 2021 | $1,602,000 | +6.7% | 32,567 | 0.0% | 0.00% | – |
| Q4 2020 | $1,501,000 | +41.1% | 32,567 | +25.1% | 0.00% | – |
| Q3 2020 | $1,064,000 | +8.2% | 26,028 | 0.0% | 0.00% | – |
| Q2 2020 | $983,000 | -58.9% | 26,028 | -65.8% | 0.00% | -100.0% |
| Q1 2020 | $2,391,000 | -37.5% | 76,028 | -30.1% | 0.00% | 0.0% |
| Q1 2019 | $3,828,000 | +1151.0% | 108,826 | +1067.7% | 0.00% | – |
| Q1 2018 | $306,000 | -50.9% | 9,320 | -50.4% | 0.00% | – |
| Q4 2017 | $623,000 | +92.3% | 18,773 | +990.2% | 0.00% | – |
| Q3 2017 | $324,000 | -19.4% | 1,722 | -22.5% | 0.00% | – |
| Q2 2017 | $402,000 | – | 2,221 | – | 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% |