SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 128 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |