SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $71,000 | +20.3% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $59,000 | +90.3% | 1,880 | +142.3% | 0.00% | – |
| Q4 2019 | $31,000 | +6.9% | 776 | 0.0% | 0.00% | – |
| Q3 2019 | $29,000 | +3.6% | 776 | -0.3% | 0.00% | – |
| Q2 2019 | $28,000 | +3.7% | 778 | +0.3% | 0.00% | – |
| Q1 2019 | $27,000 | -46.0% | 776 | -51.9% | 0.00% | -100.0% |
| Q4 2018 | $50,000 | -13.8% | 1,614 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $58,000 | – | 1,614 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |