SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 213 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
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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% |