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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $459 | -6.1% | 9,108 | -11.9% | 0.04% | +9.4% |
| Q4 2022 | $489 | -99.9% | 10,334 | -33.2% | 0.03% | -38.5% |
| Q4 2021 | $905,000 | +23.8% | 15,477 | +12.1% | 0.05% | +6.1% |
| Q3 2021 | $731,000 | -8.2% | 13,804 | -8.2% | 0.05% | -7.5% |
| Q2 2021 | $796,000 | +5.3% | 15,034 | +3.3% | 0.05% | +103.8% |
| Q1 2021 | $756,000 | -30.7% | 14,559 | -38.5% | 0.03% | -44.7% |
| Q4 2020 | $1,091,000 | +198.1% | 23,666 | +164.7% | 0.05% | +161.1% |
| Q3 2020 | $366,000 | -95.3% | 8,942 | -95.7% | 0.02% | -95.8% |
| Q2 2020 | $7,850,000 | +54.3% | 207,777 | +28.4% | 0.43% | +14.3% |
| Q1 2020 | $5,088,000 | +620.7% | 161,790 | +813.6% | 0.38% | +598.1% |
| Q4 2019 | $706,000 | -45.7% | 17,710 | -49.9% | 0.05% | -49.5% |
| Q3 2019 | $1,299,000 | +180.6% | 35,354 | +168.5% | 0.11% | +105.8% |
| Q1 2019 | $463,000 | -12.8% | 13,168 | -23.3% | 0.05% | -30.7% |
| Q4 2018 | $531,000 | – | 17,163 | – | 0.08% | – |
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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% |