SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 84 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $934,000 | -1.8% | 25,411 | -2.6% | 0.35% | -5.4% |
| Q2 2019 | $951,000 | -7.8% | 26,090 | -11.1% | 0.37% | -8.7% |
| Q1 2019 | $1,032,000 | +12.1% | 29,338 | -1.6% | 0.40% | -6.5% |
| Q4 2018 | $921,000 | -30.1% | 29,824 | -18.2% | 0.43% | -22.0% |
| Q3 2018 | $1,318,000 | +3.2% | 36,444 | -2.3% | 0.55% | -0.9% |
| Q2 2018 | $1,277,000 | -1.6% | 37,308 | -7.7% | 0.56% | +89.1% |
| Q1 2018 | $1,298,000 | -26.6% | 40,407 | -22.3% | 0.29% | -62.8% |
| Q4 2017 | $1,768,000 | +21.5% | 51,990 | +578.7% | 0.79% | -23.4% |
| Q3 2017 | $1,455,000 | +2.2% | 7,660 | -2.7% | 1.03% | +40.7% |
| Q2 2017 | $1,423,000 | +3.7% | 7,872 | +0.6% | 0.73% | +1.9% |
| Q1 2017 | $1,372,000 | -6.9% | 7,823 | -9.7% | 0.72% | -13.8% |
| Q4 2016 | $1,474,000 | -15.4% | 8,663 | -20.6% | 0.84% | -22.2% |
| Q3 2016 | $1,743,000 | – | 10,906 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |