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 | $201,000 | -6.9% | 5,043 | -14.2% | 0.13% | -4.3% |
| Q3 2019 | $216,000 | -83.8% | 5,875 | -84.0% | 0.14% | -81.8% |
| Q2 2019 | $1,336,000 | +28.2% | 36,642 | +23.7% | 0.77% | +20.1% |
| Q1 2019 | $1,042,000 | +56.9% | 29,625 | +37.9% | 0.64% | +6.6% |
| Q4 2018 | $664,000 | +12.7% | 21,480 | +32.1% | 0.60% | +70.1% |
| Q3 2018 | $589,000 | +63.6% | 16,262 | +53.3% | 0.35% | +20.8% |
| Q2 2018 | $360,000 | – | 10,609 | – | 0.29% | – |
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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% |