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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |