SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |