SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 25 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $86,000 | +21.1% | 2,264 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $71,000 | +10.9% | 2,264 | +41.9% | 0.02% | +35.7% |
| Q4 2019 | $64,000 | +8.5% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $59,000 | +742.9% | 1,595 | +3525.0% | 0.01% | +366.7% |
| Q4 2014 | $7,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | – | 44 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |