SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $600 | -99.9% | 20,083 | +12.8% | 0.03% | -9.4% |
| Q4 2021 | $750,000 | +26.7% | 17,797 | +24.2% | 0.03% | +14.3% |
| Q3 2021 | $592,000 | -6.8% | 14,328 | +5.4% | 0.03% | -54.1% |
| Q3 2020 | $635,000 | +5.7% | 13,590 | +6.1% | 0.06% | +7.0% |
| Q2 2020 | $601,000 | +24.2% | 12,803 | +25.0% | 0.06% | -1.7% |
| Q1 2020 | $484,000 | +4.3% | 10,244 | -14.1% | 0.06% | +41.5% |
| Q4 2019 | $464,000 | -1.9% | 11,930 | +3.4% | 0.04% | -10.9% |
| Q3 2019 | $473,000 | +12.1% | 11,534 | +4.3% | 0.05% | +9.5% |
| Q2 2019 | $422,000 | +6.8% | 11,054 | +1.9% | 0.04% | 0.0% |
| Q1 2019 | $395,000 | +18.3% | 10,843 | +13.6% | 0.04% | +2.4% |
| Q2 2018 | $334,000 | – | 9,544 | – | 0.04% | – |
Download | ||||||
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% |