SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 203 filers reported holding SPDR SER TR in Q1 2019. 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% | – |
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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% |