SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 192 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,394,000 | +0.7% | 110,231 | -7.2% | 3.21% | +47.5% |
| Q3 2019 | $4,365,000 | +0.4% | 118,796 | -0.4% | 2.18% | -4.2% |
| Q2 2019 | $4,347,000 | +3.9% | 119,235 | +0.2% | 2.27% | +4.2% |
| Q1 2019 | $4,185,000 | +77.2% | 118,949 | +55.7% | 2.18% | +46.1% |
| Q4 2018 | $2,362,000 | -10.8% | 76,406 | +4.5% | 1.49% | -1.8% |
| Q3 2018 | $2,648,000 | – | 73,147 | – | 1.52% | – |
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% |