SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 328 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,370 | -20.5% | 8,846 | -20.3% | 0.04% | -22.4% |
| Q1 2024 | $321,194 | -16.3% | 11,106 | -15.9% | 0.05% | -5.8% |
| Q4 2023 | $383,672 | -4.8% | 13,207 | -5.9% | 0.05% | -40.9% |
| Q3 2023 | $402,999 | +89059.1% | 14,032 | -10.7% | 0.09% | +20.5% |
| Q2 2023 | $452 | -74.1% | 15,710 | -73.7% | 0.07% | -74.5% |
| Q1 2023 | $1,745 | +0.8% | 59,702 | -0.4% | 0.29% | -12.0% |
| Q4 2022 | $1,731 | -99.6% | 59,931 | +327.1% | 0.32% | +269.3% |
| Q3 2022 | $402,999 | -78.1% | 14,032 | -77.5% | 0.09% | -78.6% |
| Q2 2022 | $1,839,000 | +4.9% | 62,366 | +5.2% | 0.41% | +15.7% |
| Q1 2022 | $1,753,000 | – | 59,310 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M. Kulyk & Associates, LLC | 1,687,803 | $51,748,000 | 19.32% |
| Municipal Employees' Retirement System of Michigan | 25,603,639 | $785,008,000 | 13.16% |
| Private Wealth Group, LLC | 572,369 | $17,549,000 | 12.53% |
| Nelson Capital Management, LLC | 1,466,605 | $44,966,000 | 9.62% |
| Better Money Decisions, LLC | 282,543 | $8,663,000 | 8.94% |
| Tempus Wealth Planning, LLC | 234,180 | $7,180,000 | 7.60% |
| Spectrum Planning & Advisory Services Inc. | 220,952 | $6,774,000 | 6.96% |
| Mach-1 Financial Group, LLC | 266,753 | $8,178,000 | 6.65% |
| Aries Wealth Management | 476,110 | $14,598,000 | 6.56% |
| LifeSteps Financial, Inc. | 246,446 | $7,556,000 | 6.31% |