SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,674,524 | +70.3% | 216,999 | +94.7% | 0.08% | +68.8% |
| Q2 2023 | $3,331,817 | +7.3% | 111,432 | +10.9% | 0.05% | -4.0% |
| Q1 2023 | $3,103,811 | +386.3% | 100,512 | +357.1% | 0.05% | +354.5% |
| Q4 2022 | $638,312 | -2.8% | 21,988 | -0.8% | 0.01% | -15.4% |
| Q3 2022 | $657,000 | -10.9% | 22,162 | -0.5% | 0.01% | -7.1% |
| Q2 2022 | $737,000 | -55.1% | 22,284 | -48.7% | 0.01% | -48.1% |
| Q1 2022 | $1,643,000 | +287.5% | 43,445 | +332.3% | 0.03% | +285.7% |
| Q4 2021 | $424,000 | -40.2% | 10,050 | -33.0% | 0.01% | -72.0% |
| Q1 2020 | $709,000 | – | 15,007 | – | 0.02% | – |
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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% |