SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 163 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,885 | -40.4% | 4,500 | -30.8% | 0.02% | -26.9% |
| Q4 2021 | $208,000 | -1.0% | 6,500 | -0.1% | 0.03% | -7.1% |
| Q3 2021 | $210,000 | -0.5% | 6,509 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $211,000 | +1.0% | 6,509 | 0.0% | 0.03% | -9.7% |
| Q1 2021 | $209,000 | -2.8% | 6,509 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $215,000 | -0.5% | 6,509 | 0.0% | 0.03% | -13.2% |
| Q3 2020 | $216,000 | 0.0% | 6,509 | 0.0% | 0.04% | -11.6% |
| Q2 2020 | $216,000 | 0.0% | 6,509 | -0.0% | 0.04% | -4.4% |
| Q1 2020 | $216,000 | -6.9% | 6,511 | -13.3% | 0.04% | +2.3% |
| Q4 2019 | $232,000 | +13.2% | 7,511 | +14.5% | 0.04% | +4.8% |
| Q3 2019 | $205,000 | – | 6,560 | – | 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% |