SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 339 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $213,000 | -14.5% | 6,794 | -17.5% | 0.03% | -28.3% |
| Q1 2020 | $249,000 | -12.9% | 8,237 | -11.2% | 0.05% | +9.5% |
| Q4 2019 | $286,000 | -12.5% | 9,273 | -12.4% | 0.04% | -17.6% |
| Q3 2019 | $327,000 | -34.2% | 10,585 | -34.5% | 0.05% | -33.8% |
| Q2 2019 | $497,000 | +9.0% | 16,157 | +8.1% | 0.08% | +4.1% |
| Q1 2019 | $456,000 | +6.0% | 14,940 | +4.8% | 0.07% | -5.1% |
| Q4 2018 | $430,000 | – | 14,262 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, Inc. | 368,292 | $11,251,000 | 11.13% |
| Titan Capital Management, LLC /TX | 342,777 | $10,472,000 | 10.71% |
| Great Point Wealth Advisors, LLC | 400,225 | $12,226,000 | 10.38% |
| TPG Financial Advisors, LLC | 343,224 | $10,451,000 | 10.10% |
| Hirtle Callaghan & Co LLC | 4,066,167 | $124,221,000 | 10.07% |
| Asset Planning Services, Ltd. | 653,722 | $19,971,000 | 9.44% |
| Baystate Wealth Management LLC | 2,037,831 | $62,175,000 | 8.23% |
| Occidental Asset Management, LLC | 526,614 | $16,088,000 | 7.74% |
| NICOLET ADVISORY SERVICES, LLC | 1,454,767 | $44,443,000 | 7.54% |
| MBM Wealth Consultants, LLC | 251,358 | $7,679,000 | 6.73% |