SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 286 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,512,000 | +80.6% | 49,484 | +78.1% | 0.61% | +60.0% |
| Q4 2018 | $837,000 | +3.2% | 27,785 | +3.3% | 0.38% | +27.5% |
| Q3 2018 | $811,000 | +56.6% | 26,887 | +56.4% | 0.30% | +62.8% |
| Q2 2018 | $518,000 | +32.5% | 17,190 | +32.9% | 0.18% | +28.0% |
| Q1 2018 | $391,000 | +55.2% | 12,937 | +56.1% | 0.14% | +57.1% |
| Q4 2017 | $252,000 | – | 8,287 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, Inc. | 368,292 | $11,251,000 | 11.13% |
| Titan Capital Management, LLC /TX | 342,777 | $10,472,000 | 10.71% |
| Great Point Wealth Advisors, LLC | 400,225 | $12,226,000 | 10.38% |
| TPG Financial Advisors, LLC | 343,224 | $10,451,000 | 10.10% |
| Hirtle Callaghan & Co LLC | 4,066,167 | $124,221,000 | 10.07% |
| Asset Planning Services, Ltd. | 653,722 | $19,971,000 | 9.44% |
| Baystate Wealth Management LLC | 2,037,831 | $62,175,000 | 8.23% |
| Occidental Asset Management, LLC | 526,614 | $16,088,000 | 7.74% |
| NICOLET ADVISORY SERVICES, LLC | 1,454,767 | $44,443,000 | 7.54% |
| MBM Wealth Consultants, LLC | 251,358 | $7,679,000 | 6.73% |