SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $299,000 | +8.3% | 5,641 | 0.0% | 0.06% | +6.7% |
| Q1 2021 | $276,000 | +6.2% | 5,641 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $260,000 | +12.6% | 5,641 | 0.0% | 0.06% | -10.4% |
| Q3 2020 | $231,000 | +8.5% | 5,641 | 0.0% | 0.07% | +6.3% |
| Q2 2020 | $213,000 | -5.3% | 5,641 | 0.0% | 0.06% | -11.3% |
| Q4 2019 | $225,000 | +8.7% | 5,641 | 0.0% | 0.07% | -63.0% |
| Q3 2019 | $207,000 | -3.3% | 5,641 | -4.0% | 0.19% | +159.5% |
| Q2 2019 | $214,000 | -67.3% | 5,875 | -77.6% | 0.07% | -71.2% |
| Q1 2019 | $655,000 | -84.3% | 26,203 | -78.6% | 0.26% | -85.6% |
| Q2 2018 | $4,159,000 | +64.6% | 122,357 | +60.9% | 1.79% | +54.0% |
| Q4 2017 | $2,526,000 | – | 76,065 | – | 1.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,099,323 | $51,986,962 | 35.19% |
| Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
| Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
| Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
| Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
| Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
| Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
| Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
| VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
| Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |