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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,099,323 | $51,986,962 | 35.19% |
| Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
| Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
| Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
| Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
| Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
| Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
| Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
| VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
| Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |