SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 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 ↓ |
|---|---|---|---|
| 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% |