SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 359 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,087,265 | +3.7% | 349,403 | +3.9% | 0.11% | -3.6% |
| Q1 2024 | $9,728,572 | -2.9% | 336,396 | -2.4% | 0.11% | -11.3% |
| Q4 2023 | $10,015,075 | -0.8% | 344,753 | -1.9% | 0.12% | -14.5% |
| Q3 2023 | $10,096,372 | -0.6% | 351,545 | -0.3% | 0.14% | -0.7% |
| Q2 2023 | $10,154,924 | +17.7% | 352,724 | +19.5% | 0.15% | +5.8% |
| Q1 2023 | $8,624,487 | +781.1% | 295,056 | +770.9% | 0.14% | +711.8% |
| Q4 2022 | $978,822 | +43.5% | 33,881 | +43.6% | 0.02% | +30.8% |
| Q3 2022 | $682,000 | +59.3% | 23,600 | +62.3% | 0.01% | +62.5% |
| Q2 2022 | $428,000 | +9.2% | 14,537 | +9.8% | 0.01% | +33.3% |
| Q1 2022 | $392,000 | -1.3% | 13,235 | +1.4% | 0.01% | 0.0% |
| Q4 2021 | $397,000 | +24.5% | 13,050 | +25.1% | 0.01% | +20.0% |
| Q3 2021 | $319,000 | -69.9% | 10,430 | -69.8% | 0.01% | -79.2% |
| Q4 2020 | $1,060,000 | -9.4% | 34,513 | -9.4% | 0.02% | -20.0% |
| Q3 2020 | $1,170,000 | -4.3% | 38,103 | -4.2% | 0.03% | -14.3% |
| Q2 2020 | $1,222,000 | – | 39,783 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M. Kulyk & Associates, LLC | 1,687,803 | $51,748,000 | 19.32% |
| Municipal Employees' Retirement System of Michigan | 25,603,639 | $785,008,000 | 13.16% |
| Private Wealth Group, LLC | 572,369 | $17,549,000 | 12.53% |
| Nelson Capital Management, LLC | 1,466,605 | $44,966,000 | 9.62% |
| Better Money Decisions, LLC | 282,543 | $8,663,000 | 8.94% |
| Tempus Wealth Planning, LLC | 234,180 | $7,180,000 | 7.60% |
| Spectrum Planning & Advisory Services Inc. | 220,952 | $6,774,000 | 6.96% |
| Mach-1 Financial Group, LLC | 266,753 | $8,178,000 | 6.65% |
| Aries Wealth Management | 476,110 | $14,598,000 | 6.56% |
| LifeSteps Financial, Inc. | 246,446 | $7,556,000 | 6.31% |