SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 230 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,932,000 | -59.3% | 62,635 | -59.3% | 0.32% | -62.7% |
| Q3 2019 | $4,751,000 | +4.6% | 154,033 | +4.4% | 0.85% | +4.4% |
| Q2 2019 | $4,542,000 | +10.7% | 147,571 | +9.9% | 0.81% | +7.4% |
| Q1 2019 | $4,102,000 | +10.3% | 134,298 | +8.8% | 0.76% | -2.4% |
| Q4 2018 | $3,719,000 | -16.4% | 123,413 | -16.3% | 0.78% | -5.3% |
| Q3 2018 | $4,448,000 | +1.7% | 147,387 | +1.6% | 0.82% | -4.3% |
| Q2 2018 | $4,373,000 | +17.3% | 145,002 | +18.3% | 0.86% | +15.7% |
| Q4 2017 | $3,728,000 | – | 122,563 | – | 0.74% | – |
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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% |