SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,693 | +21.5% | 34,097 | +24.8% | 0.00% | 0.0% |
| Q2 2023 | $772,798 | +29.5% | 27,317 | +32.4% | 0.00% | 0.0% |
| Q1 2023 | $596,916 | -21.5% | 20,626 | -23.4% | 0.00% | 0.0% |
| Q4 2022 | $760,079 | +200.4% | 26,915 | +198.6% | 0.00% | – |
| Q3 2022 | $253,000 | +25.2% | 9,014 | +31.7% | 0.00% | – |
| Q2 2022 | $202,000 | +60.3% | 6,843 | +64.2% | 0.00% | – |
| Q1 2022 | $126,000 | -6.7% | 4,167 | -1.4% | 0.00% | – |
| Q4 2021 | $135,000 | -4.3% | 4,225 | -3.3% | 0.00% | – |
| Q3 2021 | $141,000 | +3.7% | 4,368 | +4.3% | 0.00% | – |
| Q2 2021 | $136,000 | +147.3% | 4,188 | +144.1% | 0.00% | – |
| Q1 2021 | $55,000 | +22.2% | 1,716 | +26.8% | 0.00% | – |
| Q4 2020 | $45,000 | 0.0% | 1,353 | 0.0% | 0.00% | – |
| Q3 2020 | $45,000 | 0.0% | 1,353 | 0.0% | 0.00% | – |
| Q2 2020 | $45,000 | +200.0% | 1,353 | +185.4% | 0.00% | – |
| Q3 2019 | $15,000 | +1400.0% | 474 | +2862.5% | 0.00% | – |
| Q1 2019 | $1,000 | -85.7% | 16 | -86.8% | 0.00% | – |
| Q4 2018 | $7,000 | -58.8% | 121 | -59.0% | 0.00% | – |
| Q3 2018 | $17,000 | +466.7% | 295 | +408.6% | 0.00% | – |
| Q2 2018 | $3,000 | – | 58 | +5700.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 1 | -92.9% | 0.00% | – |
| Q1 2016 | $1,000 | – | 14 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 734,098 | $20,731 | 11.64% |
| Boyd Wealth Management, LLC | 498,103 | $14,066,423 | 10.33% |
| O'Brien Wealth Partners LLC | 773,779 | $21,851,526 | 8.68% |
| Beacon Bridge Wealth Partners, LLC | 374,134 | $10,565,544 | 7.68% |
| Onyx Bridge Wealth Group LLC | 635,812 | $18,254,166 | 7.42% |
| Flagstone Financial Management | 414,433 | $11,703,600 | 7.13% |
| US FINANCIAL ADVISORS, LLC | 465,021 | $13,132,203 | 6.59% |
| S. R. Schill & Associates | 450,444 | $12,720,534 | 6.34% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,761,609 | $49,747,838 | 5.66% |
| Municipal Employees' Retirement System of Michigan | 10,499,797 | $296,514 | 4.79% |