SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,363 | -3.6% | 10,466 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $569,772 | +8.0% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $527,803 | +6.6% | 10,466 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $494,940 | +7.1% | 10,466 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $462,000 | -4.9% | 10,466 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $486,000 | -16.5% | 10,466 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $582,000 | -4.9% | 10,466 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $612,000 | +10.3% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $555,000 | +0.2% | 10,466 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $554,000 | +7.6% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $515,000 | +6.8% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $482,000 | +5.0% | 10,466 | -6.7% | 0.03% | -8.6% |
| Q3 2020 | $459,000 | +8.3% | 11,216 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $424,000 | +20.1% | 11,216 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $353,000 | -21.0% | 11,216 | 0.0% | 0.04% | +12.9% |
| Q4 2019 | $447,000 | +8.5% | 11,216 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $412,000 | +0.7% | 11,216 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $409,000 | -48.2% | 11,216 | -50.0% | 0.03% | -3.1% |
| Q1 2019 | $790,000 | +127.7% | 22,432 | +100.0% | 0.03% | +3.2% |
| Q4 2018 | $347,000 | -14.5% | 11,216 | 0.0% | 0.03% | -6.1% |
| Q3 2018 | $406,000 | +6.6% | 11,216 | +0.2% | 0.03% | 0.0% |
| Q2 2018 | $381,000 | +3.8% | 11,196 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $367,000 | -1.3% | 11,196 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $372,000 | +6.0% | 11,196 | +500.0% | 0.03% | +6.7% |
| Q3 2017 | $351,000 | +4.2% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $337,000 | +2.4% | 1,866 | 0.0% | 0.03% | +3.4% |
| Q1 2017 | $329,000 | +5.4% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $312,000 | +3.3% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $302,000 | +4.5% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $289,000 | +1.4% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $285,000 | +0.4% | 1,866 | 0.0% | 0.03% | +7.4% |
| Q4 2015 | $284,000 | – | 1,866 | – | 0.03% | – |
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% |