SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 226 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,494,000 | +31.5% | 204,627 | +30.9% | 0.07% | +32.7% |
| Q2 2019 | $5,700,000 | -51.9% | 156,346 | -53.6% | 0.05% | -54.4% |
| Q1 2019 | $11,862,000 | +5658.3% | 337,200 | +4942.6% | 0.11% | +5600.0% |
| Q4 2018 | $206,000 | -99.0% | 6,687 | -98.8% | 0.00% | -99.0% |
| Q3 2018 | $20,434,000 | +6366.5% | 564,493 | +5960.0% | 0.20% | +6600.0% |
| Q2 2018 | $316,000 | +47.7% | 9,315 | +42.6% | 0.00% | +50.0% |
| Q1 2018 | $214,000 | -0.9% | 6,532 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $216,000 | +6.9% | 6,532 | +507.1% | 0.00% | 0.0% |
| Q3 2017 | $202,000 | – | 1,076 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |