SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 203 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,570 | -6.0% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $163,320 | +8.0% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $151,290 | -84.8% | 3,000 | -85.7% | 0.00% | -83.3% |
| Q4 2022 | $994,603 | +7.2% | 21,032 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $928,000 | +24.1% | 21,032 | +30.8% | 0.02% | +35.7% |
| Q2 2022 | $748,000 | -16.3% | 16,084 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $894,000 | -4.9% | 16,084 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $940,000 | +10.3% | 16,084 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $852,000 | +9.1% | 16,084 | +1.3% | 0.02% | +7.1% |
| Q1 2021 | $781,000 | +0.5% | 15,875 | -5.8% | 0.01% | -6.7% |
| Q4 2020 | $777,000 | +17.2% | 16,852 | +3.9% | 0.02% | 0.0% |
| Q3 2020 | $663,000 | -2.9% | 16,217 | -10.2% | 0.02% | -6.2% |
| Q2 2020 | $683,000 | +35.2% | 18,058 | +12.5% | 0.02% | +6.7% |
| Q1 2020 | $505,000 | -21.1% | 16,058 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $640,000 | +8.5% | 16,058 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $590,000 | +0.9% | 16,058 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $585,000 | +6.9% | 16,058 | +3.1% | 0.01% | +7.7% |
| Q1 2019 | $547,000 | +11.6% | 15,569 | -1.8% | 0.01% | -7.1% |
| Q4 2018 | $490,000 | -2.2% | 15,849 | +14.5% | 0.01% | +7.7% |
| Q3 2018 | $501,000 | +101.2% | 13,847 | +89.2% | 0.01% | +85.7% |
| Q2 2018 | $249,000 | +3.8% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $240,000 | +155.3% | 7,320 | +1364.0% | 0.01% | +133.3% |
| Q3 2017 | $94,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |