SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |