SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 25 filers reported holding SPDR SER TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $844,000 | +15.9% | 4,494 | +11.6% | 0.01% | 0.0% |
| Q2 2017 | $728,000 | +86.2% | 4,028 | +81.4% | 0.01% | +66.7% |
| Q1 2017 | $391,000 | +5.4% | 2,220 | +0.1% | 0.00% | 0.0% |
| Q4 2016 | $371,000 | +10.1% | 2,217 | +6.7% | 0.00% | 0.0% |
| Q3 2016 | $337,000 | -8.4% | 2,078 | -12.4% | 0.00% | 0.0% |
| Q2 2016 | $368,000 | +60.7% | 2,373 | +58.5% | 0.00% | +50.0% |
| Q1 2016 | $229,000 | -40.8% | 1,497 | -41.1% | 0.00% | -50.0% |
| Q4 2015 | $387,000 | +11.5% | 2,543 | +4.3% | 0.00% | 0.0% |
| Q3 2015 | $347,000 | -7.5% | 2,437 | +0.9% | 0.00% | 0.0% |
| Q2 2015 | $375,000 | +1.9% | 2,416 | +2.3% | 0.00% | 0.0% |
| Q1 2015 | $368,000 | +1.7% | 2,361 | +0.9% | 0.00% | 0.0% |
| Q4 2014 | $362,000 | -6.7% | 2,341 | -10.7% | 0.00% | -20.0% |
| Q3 2014 | $388,000 | +8.7% | 2,621 | +8.5% | 0.01% | +25.0% |
| Q2 2014 | $357,000 | +4.7% | 2,416 | +0.2% | 0.00% | -20.0% |
| Q1 2014 | $341,000 | +1.8% | 2,411 | +0.2% | 0.01% | 0.0% |
| Q4 2013 | $335,000 | – | 2,406 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,099,323 | $51,986,962 | 35.19% |
| Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
| Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
| Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
| Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
| Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
| Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
| Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
| VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
| Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |