SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 38 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $9,000 | +12.5% | 175 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $8,000 | -11.1% | 175 | -18.6% | 0.01% | -16.7% |
Q3 2020 | $9,000 | +12.5% | 215 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $8,000 | +14.3% | 215 | 0.0% | 0.01% | -14.3% |
Q1 2020 | $7,000 | -22.2% | 215 | 0.0% | 0.01% | +40.0% |
Q4 2019 | $9,000 | +12.5% | 215 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $8,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $8,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $8,000 | +14.3% | 215 | 0.0% | 0.01% | +25.0% |
Q4 2018 | $7,000 | -12.5% | 215 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $8,000 | +14.3% | 215 | 0.0% | 0.00% | +33.3% |
Q2 2018 | $7,000 | -53.3% | 215 | -52.2% | 0.00% | -62.5% |
Q1 2018 | $15,000 | 0.0% | 450 | 0.0% | 0.01% | +14.3% |
Q4 2017 | $15,000 | +7.1% | 450 | +500.0% | 0.01% | 0.0% |
Q3 2017 | $14,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $14,000 | +7.7% | 75 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $13,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $13,000 | +8.3% | 75 | 0.0% | 0.01% | +16.7% |
Q3 2016 | $12,000 | 0.0% | 75 | 0.0% | 0.01% | -14.3% |
Q2 2016 | $12,000 | +9.1% | 75 | 0.0% | 0.01% | +16.7% |
Q1 2016 | $11,000 | – | 75 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |