SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
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 ↓ |
---|---|---|---|
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% |