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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $709,000 | +8.2% | 17,347 | 0.0% | 0.37% | +1.6% |
| Q2 2020 | $655,000 | +20.0% | 17,347 | 0.0% | 0.37% | -0.3% |
| Q1 2020 | $546,000 | -21.0% | 17,347 | 0.0% | 0.37% | +8.2% |
| Q4 2019 | $691,000 | -22.5% | 17,347 | -28.6% | 0.34% | -26.3% |
| Q3 2019 | $892,000 | -2.3% | 24,285 | -3.0% | 0.46% | -2.3% |
| Q2 2019 | $913,000 | +3.6% | 25,040 | 0.0% | 0.47% | +1.7% |
| Q1 2019 | $881,000 | +12.8% | 25,040 | -0.9% | 0.47% | +1.1% |
| Q4 2018 | $781,000 | – | 25,280 | – | 0.46% | – |
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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% |