SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 130 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $21,000 | -69.1% | 650 | -68.1% | 0.00% | -72.7% |
| Q3 2020 | $68,000 | 0.0% | 2,035 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $68,000 | -99.7% | 2,035 | -99.7% | 0.01% | -99.7% |
| Q1 2020 | $23,953,000 | +217654.5% | 723,005 | +401569.4% | 4.43% | +147700.0% |
| Q3 2016 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | -99.9% | 180 | -99.9% | 0.00% | -99.9% |
| Q4 2015 | $13,321,000 | +8.5% | 221,321 | +9.2% | 3.73% | +3.0% |
| Q3 2015 | $12,283,000 | +54.6% | 202,598 | +53.1% | 3.62% | +53.7% |
| Q2 2015 | $7,946,000 | – | 132,321 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 803,295 | $22,114,711 | 13.22% |
| Leicht Financial Planning & Wealth Management, Inc. | 760,277 | $20,930,429 | 12.92% |
| Arcadia Wealth Management, LLC | 566,055 | $15,583,489 | 12.16% |
| Hibernia Wealth Partners, LLC | 459,881 | $12,660,509 | 9.80% |
| O'Brien Wealth Partners LLC | 1,146,596 | $31,565,795 | 9.05% |
| Astoria Portfolio Advisors LLC. | 648,121 | $17,674,260 | 8.53% |
| SENTINEL PENSION ADVISORS INC | 1,139,074 | $31,358,706 | 7.64% |
| Flagstone Financial Management | 547,368 | $15,069,034 | 6.89% |
| S. R. Schill & Associates | 456,999 | $12,581,178 | 6.11% |
| RFP Financial Group LLC | 438,574 | $12,073,886 | 5.31% |