SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 147 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $971 | -21.4% | 18,500 | -18.5% | 0.00% | 0.0% |
| Q2 2023 | $1,236 | +279.1% | 22,700 | +229.0% | 0.00% | – |
| Q4 2022 | $326 | -99.9% | 6,900 | -38.9% | 0.00% | -100.0% |
| Q3 2022 | $498,000 | -23.4% | 11,300 | -3.4% | 0.00% | 0.0% |
| Q1 2022 | $650,000 | -72.7% | 11,700 | -71.3% | 0.00% | -66.7% |
| Q4 2021 | $2,385,000 | +83.7% | 40,800 | +66.5% | 0.00% | +50.0% |
| Q3 2021 | $1,298,000 | +2.9% | 24,500 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $1,261,000 | +27.5% | 23,800 | +18.4% | 0.00% | +100.0% |
| Q1 2021 | $989,000 | +276.0% | 20,100 | +252.6% | 0.00% | – |
| Q4 2020 | $263,000 | -17.6% | 5,700 | -26.9% | 0.00% | – |
| Q3 2020 | $319,000 | +38.7% | 7,800 | +6.8% | 0.00% | – |
| Q1 2020 | $230,000 | -66.9% | 7,300 | -58.0% | 0.00% | -100.0% |
| Q4 2019 | $694,000 | +86.6% | 17,400 | +70.6% | 0.00% | – |
| Q2 2019 | $372,000 | +60.3% | 10,200 | +54.5% | 0.00% | – |
| Q1 2019 | $232,000 | -5.7% | 6,600 | -2.9% | 0.00% | – |
| Q3 2018 | $246,000 | -29.1% | 6,800 | -33.3% | 0.00% | – |
| Q2 2018 | $347,000 | – | 10,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |