SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,618,615 | -4.4% | 202,298 | -0.8% | 0.02% | 0.0% |
Q2 2023 | $11,103,833 | +7.5% | 203,965 | -0.4% | 0.02% | 0.0% |
Q1 2023 | $10,331,292 | +6.5% | 204,864 | -0.1% | 0.02% | +5.9% |
Q4 2022 | $9,697,162 | +6.4% | 205,057 | -0.8% | 0.02% | 0.0% |
Q3 2022 | $9,118,000 | +75.2% | 206,717 | +84.7% | 0.02% | +70.0% |
Q2 2022 | $5,203,000 | -24.2% | 111,933 | -9.4% | 0.01% | -9.1% |
Q1 2022 | $6,865,000 | -61.8% | 123,526 | -59.8% | 0.01% | -59.3% |
Q4 2021 | $17,961,000 | +13.2% | 307,281 | +2.6% | 0.03% | +3.8% |
Q3 2021 | $15,866,000 | +156.2% | 299,408 | +156.0% | 0.03% | +160.0% |
Q2 2021 | $6,194,000 | +7.7% | 116,942 | +0.1% | 0.01% | 0.0% |
Q1 2021 | $5,749,000 | +6.2% | 116,874 | -0.5% | 0.01% | 0.0% |
Q4 2020 | $5,414,000 | +152.5% | 117,469 | +124.0% | 0.01% | +100.0% |
Q3 2020 | $2,144,000 | +9.4% | 52,442 | +1.2% | 0.01% | +25.0% |
Q2 2020 | $1,959,000 | +17.8% | 51,840 | -1.9% | 0.00% | 0.0% |
Q1 2020 | $1,663,000 | -83.8% | 52,870 | -79.5% | 0.00% | -81.0% |
Q4 2019 | $10,265,000 | – | 257,526 | – | 0.02% | – |
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% |