SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 128 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,382,000 | -10.3% | 66,852 | -7.4% | 0.19% | -3.5% |
| Q2 2019 | $2,655,000 | -31.9% | 72,194 | -34.1% | 0.20% | -31.4% |
| Q1 2019 | $3,901,000 | +15.3% | 109,612 | +0.1% | 0.29% | -7.9% |
| Q4 2018 | $3,383,000 | +20.6% | 109,448 | +41.2% | 0.32% | +64.8% |
| Q3 2018 | $2,806,000 | +8.9% | 77,521 | -1.3% | 0.19% | -11.5% |
| Q2 2018 | $2,577,000 | -0.5% | 78,508 | -0.5% | 0.22% | +3.3% |
| Q1 2018 | $2,589,000 | – | 78,871 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |