SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $490,000 | -81.8% | 8,820 | -82.6% | 0.00% | -100.0% |
| Q3 2021 | $2,691,000 | -0.2% | 50,788 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $2,696,000 | +7.4% | 50,894 | -0.3% | 0.00% | +100.0% |
| Q1 2021 | $2,510,000 | +1.2% | 51,023 | -5.2% | 0.00% | -50.0% |
| Q4 2020 | $2,481,000 | +21.1% | 53,829 | +7.4% | 0.00% | +100.0% |
| Q3 2020 | $2,049,000 | +3.2% | 50,119 | -4.7% | 0.00% | -50.0% |
| Q2 2020 | $1,986,000 | -21.8% | 52,580 | -34.9% | 0.00% | 0.0% |
| Q1 2020 | $2,539,000 | -97.6% | 80,747 | -96.9% | 0.00% | -97.4% |
| Q4 2019 | $104,088,000 | +7.6% | 2,611,349 | -0.8% | 0.08% | -2.6% |
| Q3 2019 | $96,730,000 | -6.0% | 2,632,816 | -6.7% | 0.08% | -8.2% |
| Q2 2019 | $102,887,000 | +3.5% | 2,821,903 | -0.1% | 0.08% | -1.2% |
| Q1 2019 | $99,363,000 | +15.5% | 2,824,422 | +1.5% | 0.09% | +1.2% |
| Q4 2018 | $86,008,000 | – | 2,782,517 | – | 0.08% | – |
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% |