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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $631,000 | +0.5% | 19,101 | +1.0% | 0.06% | -8.3% |
| Q3 2020 | $628,000 | +10.6% | 18,906 | +10.6% | 0.06% | +11.1% |
| Q2 2020 | $568,000 | +21.9% | 17,100 | +21.5% | 0.05% | -1.8% |
| Q1 2020 | $466,000 | +12.0% | 14,070 | +4.7% | 0.06% | +48.6% |
| Q4 2019 | $416,000 | -0.7% | 13,442 | +0.3% | 0.04% | -9.8% |
| Q3 2019 | $419,000 | +4.0% | 13,404 | +105.8% | 0.04% | 0.0% |
| Q2 2019 | $403,000 | +12.3% | 6,514 | +9.7% | 0.04% | +5.1% |
| Q1 2019 | $359,000 | +9.8% | 5,937 | +8.3% | 0.04% | -7.1% |
| Q4 2018 | $327,000 | -2.4% | 5,484 | -3.9% | 0.04% | 0.0% |
| Q2 2018 | $335,000 | – | 5,707 | – | 0.04% | – |
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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% |