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 ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |