SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 147 filers reported holding SPDR SER TR in Q2 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 ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 869,618 | $46,081,000 | 26.39% |
| Financial Strategies Group, Inc. | 761,759 | $40,366,000 | 18.04% |
| TRH Financial, LLC | 827,759 | $43,863,000 | 17.26% |
| Shepherd Financial Partners LLC | 1,363,222 | $72,229,000 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 416,217 | $22,467,000 | 13.49% |
| SENTINEL PENSION ADVISORS INC | 734,487 | $38,920,000 | 13.25% |
| Blueprint Investment Partners LLC | 406,770 | $21,555,000 | 10.76% |
| Astor Investment Management LLC | 881,352 | $46,702,000 | 10.38% |
| Rockbridge Investment Management, LCC | 1,036,589 | $54,929,000 | 9.08% |
| Annex Advisory Services, LLC | 2,068,029 | $109,587,000 | 8.96% |