SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 139 filers reported holding SPDR SER TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $51,000 | +41.7% | 1,690 | +41.3% | 0.02% | +36.4% |
| Q3 2015 | $36,000 | +227.3% | 1,196 | +218.9% | 0.01% | +266.7% |
| Q2 2015 | $11,000 | +83.3% | 375 | +83.8% | 0.00% | +200.0% |
| Q4 2014 | $6,000 | 0.0% | 204 | +2.0% | 0.00% | 0.0% |
| Q3 2014 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, Inc. | 368,292 | $11,251,000 | 11.13% |
| Titan Capital Management, LLC /TX | 342,777 | $10,472,000 | 10.71% |
| Great Point Wealth Advisors, LLC | 400,225 | $12,226,000 | 10.38% |
| TPG Financial Advisors, LLC | 343,224 | $10,451,000 | 10.10% |
| Hirtle Callaghan & Co LLC | 4,066,167 | $124,221,000 | 10.07% |
| Asset Planning Services, Ltd. | 653,722 | $19,971,000 | 9.44% |
| Baystate Wealth Management LLC | 2,037,831 | $62,175,000 | 8.23% |
| Occidental Asset Management, LLC | 526,614 | $16,088,000 | 7.74% |
| NICOLET ADVISORY SERVICES, LLC | 1,454,767 | $44,443,000 | 7.54% |
| MBM Wealth Consultants, LLC | 251,358 | $7,679,000 | 6.73% |