SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 128 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
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% |