SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 37 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $14,011,000 | +22.9% | 360,721 | +16.2% | 0.09% | +11.4% |
Q3 2019 | $11,402,000 | +85.0% | 310,353 | +83.6% | 0.08% | +75.6% |
Q2 2019 | $6,163,000 | +60.3% | 169,014 | +54.7% | 0.04% | +55.2% |
Q1 2019 | $3,844,000 | +59.8% | 109,245 | +40.4% | 0.03% | +31.8% |
Q4 2018 | $2,405,000 | +8.4% | 77,810 | +26.9% | 0.02% | +15.8% |
Q3 2018 | $2,219,000 | +145.5% | 61,311 | +122.5% | 0.02% | +137.5% |
Q2 2018 | $904,000 | 0.0% | 27,560 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $904,000 | +46.5% | 27,560 | +48.4% | 0.01% | +33.3% |
Q4 2017 | $617,000 | +1404.9% | 18,566 | +8495.4% | 0.01% | – |
Q3 2017 | $41,000 | +5.1% | 216 | 0.0% | 0.00% | – |
Q2 2017 | $39,000 | +2.6% | 216 | 0.0% | 0.00% | – |
Q1 2017 | $38,000 | +5.6% | 216 | 0.0% | 0.00% | -100.0% |
Q4 2016 | $36,000 | +2.9% | 216 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $35,000 | +6.1% | 216 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $33,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $33,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $33,000 | +6.5% | 216 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $31,000 | +24.0% | 216 | +31.7% | 0.00% | – |
Q2 2015 | $25,000 | -35.9% | 164 | -34.1% | 0.00% | -100.0% |
Q1 2015 | $39,000 | -18.8% | 249 | -20.4% | 0.00% | 0.0% |
Q4 2014 | $48,000 | +4.3% | 313 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $46,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $46,000 | +31.4% | 313 | +25.7% | 0.00% | 0.0% |
Q1 2014 | $35,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $35,000 | +9.4% | 249 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $32,000 | +6.7% | 249 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $30,000 | – | 249 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |