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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,454 | -3.6% | 16,869 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $918,348 | +7.9% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $850,749 | +6.6% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $797,833 | +7.2% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $744,000 | -5.1% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $784,000 | -16.4% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $938,000 | -4.9% | 16,869 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $986,000 | +10.3% | 16,869 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $894,000 | 0.0% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $894,000 | +7.7% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $830,000 | +6.7% | 16,869 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $778,000 | -51.0% | 16,869 | -56.5% | 0.01% | -54.5% |
| Q3 2020 | $1,587,000 | -4.3% | 38,803 | -11.6% | 0.01% | -8.3% |
| Q2 2020 | $1,658,000 | +20.1% | 43,888 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $1,380,000 | -35.8% | 43,888 | -18.6% | 0.01% | -21.4% |
| Q4 2019 | $2,148,000 | +8.5% | 53,888 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $1,980,000 | +0.8% | 53,888 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,965,000 | +3.6% | 53,888 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,896,000 | +1235.2% | 53,888 | +5288.8% | 0.01% | +1200.0% |
| Q1 2014 | $142,000 | +2.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $139,000 | +9.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $127,000 | +5.8% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $120,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |