SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 257 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,563 | -59.0% | 16,924 | -53.1% | 0.19% | -55.0% |
| Q2 2023 | $1,079,629 | +24.3% | 36,108 | +28.4% | 0.43% | +21.8% |
| Q1 2023 | $868,469 | +4.5% | 28,124 | -1.7% | 0.35% | +3.2% |
| Q4 2022 | $830,752 | -0.0% | 28,617 | +2.1% | 0.34% | -9.5% |
| Q3 2022 | $831,000 | -2.0% | 28,021 | +9.3% | 0.38% | +4.4% |
| Q2 2022 | $848,000 | +72.4% | 25,638 | +97.1% | 0.36% | +101.7% |
| Q1 2022 | $492,000 | +44.3% | 13,010 | +60.7% | 0.18% | +57.9% |
| Q4 2021 | $341,000 | -5.3% | 8,095 | -7.1% | 0.11% | -14.3% |
| Q3 2021 | $360,000 | – | 8,715 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 793,443 | $20,748,525 | 14.76% |
| Nan Shan Life Insurance Co., Ltd. | 10,956,900 | $286,522,935 | 7.82% |
| Donoghue Forlines LLC | 797,025 | $20,842,204 | 7.42% |
| O'Brien Wealth Partners LLC | 893,258 | $23,358,694 | 6.70% |
| Goodman Advisory Group, LLC | 563,876 | $14,745,375 | 5.51% |
| Buttonwood Financial Group, LLC | 266,454 | $6,589,376 | 4.81% |
| PEAK FINANCIAL ADVISORS LLC | 169,530 | $4,433,216 | 4.79% |
| Strategic Wealth Investment Group, LLC | 919,357 | $24,041,195 | 4.36% |
| Snider Financial Group | 248,124 | $6,488,440 | 3.14% |
| Robinson Value Management, Ltd. | 156,624 | $4,095,718 | 3.05% |