SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 31 filers reported holding SPDR SER TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $634,000 | +0.5% | 4,089 | -1.1% | 0.12% | -2.4% |
| Q1 2016 | $631,000 | +0.3% | 4,134 | 0.0% | 0.12% | +2.5% |
| Q4 2015 | $629,000 | +7.0% | 4,134 | 0.0% | 0.12% | +3.4% |
| Q3 2015 | $588,000 | +8.7% | 4,134 | +18.5% | 0.12% | +19.2% |
| Q2 2015 | $541,000 | -0.4% | 3,489 | 0.0% | 0.10% | -2.0% |
| Q1 2015 | $543,000 | +0.7% | 3,489 | 0.0% | 0.10% | -1.9% |
| Q4 2014 | $539,000 | +4.7% | 3,489 | 0.0% | 0.10% | +2.0% |
| Q3 2014 | $515,000 | 0.0% | 3,489 | 0.0% | 0.10% | +21.7% |
| Q2 2014 | $515,000 | +4.5% | 3,489 | 0.0% | 0.08% | -21.7% |
| Q1 2014 | $493,000 | +1.4% | 3,489 | 0.0% | 0.11% | -6.2% |
| Q4 2013 | $486,000 | +14.6% | 3,489 | +4.5% | 0.11% | +2.7% |
| Q3 2013 | $424,000 | +5.7% | 3,339 | 0.0% | 0.11% | -9.8% |
| Q2 2013 | $401,000 | – | 3,339 | – | 0.12% | – |
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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% |