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 2020 | $7,612,000 | -29.6% | 165,148 | -37.5% | 6.41% | -28.5% |
Q3 2020 | $10,805,000 | -16.8% | 264,253 | -23.1% | 8.97% | -19.7% |
Q2 2020 | $12,983,000 | +12.5% | 343,651 | -6.4% | 11.17% | -15.7% |
Q1 2020 | $11,544,000 | -26.1% | 367,057 | -6.4% | 13.24% | +7.4% |
Q4 2019 | $15,629,000 | +29.5% | 392,090 | +19.4% | 12.33% | +14.6% |
Q3 2019 | $12,069,000 | +3.3% | 328,487 | +2.5% | 10.76% | +7.8% |
Q2 2019 | $11,683,000 | +1598.1% | 320,424 | +1537.4% | 9.98% | +1459.8% |
Q1 2019 | $688,000 | +53.2% | 19,569 | +34.8% | 0.64% | +32.8% |
Q4 2018 | $449,000 | +11.7% | 14,517 | +30.6% | 0.48% | +34.6% |
Q3 2018 | $402,000 | – | 11,112 | – | 0.36% | – |
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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% |