SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 226 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,452 | -1.9% | 5,591 | +1.8% | 0.01% | -12.5% |
| Q2 2023 | $299,091 | +29.5% | 5,494 | -25.1% | 0.02% | -61.9% |
| Q1 2020 | $231,000 | -50.7% | 7,337 | -37.6% | 0.04% | -34.4% |
| Q4 2019 | $469,000 | -47.5% | 11,755 | -51.7% | 0.06% | -54.0% |
| Q3 2019 | $893,000 | +43.3% | 24,318 | +42.4% | 0.14% | +39.0% |
| Q2 2019 | $623,000 | +9.7% | 17,081 | +5.8% | 0.10% | -6.5% |
| Q1 2019 | $568,000 | +6.8% | 16,140 | +0.4% | 0.11% | -5.3% |
| Q4 2018 | $532,000 | – | 16,073 | – | 0.11% | – |
Download | ||||||
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% |