SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $557 | -99.9% | 11,777 | -3.6% | 0.06% | -3.5% |
| Q3 2022 | $538,000 | -10.2% | 12,211 | -5.3% | 0.06% | -6.6% |
| Q2 2022 | $599,000 | -33.1% | 12,892 | -19.9% | 0.06% | -17.6% |
| Q1 2022 | $895,000 | -39.6% | 16,099 | -36.5% | 0.07% | -35.1% |
| Q4 2021 | $1,481,000 | +127.1% | 25,334 | +105.9% | 0.11% | +35.7% |
| Q2 2021 | $652,000 | +14.2% | 12,306 | +5.9% | 0.08% | -2.3% |
| Q1 2021 | $571,000 | +10.0% | 11,618 | +3.2% | 0.09% | +13.2% |
| Q4 2020 | $519,000 | +12.1% | 11,256 | -0.6% | 0.08% | 0.0% |
| Q3 2020 | $463,000 | +8.9% | 11,324 | +0.6% | 0.08% | -2.6% |
| Q2 2020 | $425,000 | +25.7% | 11,262 | +4.7% | 0.08% | 0.0% |
| Q1 2020 | $338,000 | -0.3% | 10,761 | +26.7% | 0.08% | +36.8% |
| Q4 2019 | $339,000 | – | 8,492 | – | 0.06% | – |
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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% |