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 | $2,995,000 | +15.7% | 75,126 | +6.6% | 0.74% | +5.9% |
| Q3 2019 | $2,589,000 | -36.5% | 70,461 | -37.8% | 0.70% | +1.6% |
| Q2 2019 | $4,079,000 | +202.4% | 113,208 | +195.2% | 0.69% | +19.8% |
| Q1 2019 | $1,349,000 | +7.2% | 38,345 | -5.8% | 0.58% | -39.4% |
| Q4 2018 | $1,258,000 | -36.6% | 40,700 | -25.7% | 0.95% | +31.8% |
| Q3 2018 | $1,983,000 | – | 54,769 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,099,323 | $51,986,962 | 35.19% |
| Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
| Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
| Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
| Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
| Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
| Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
| Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
| VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
| Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |