SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 154 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -9.4% | 7,151 | -7.0% | 0.14% | 0.0% |
| Q1 2022 | $233,000 | +11.0% | 7,693 | +17.6% | 0.14% | +16.0% |
| Q4 2021 | $210,000 | -0.9% | 6,543 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $212,000 | +1.9% | 6,543 | +4.2% | 0.12% | -2.5% |
| Q4 2020 | $208,000 | -8.0% | 6,280 | -7.7% | 0.12% | -13.5% |
| Q3 2020 | $226,000 | – | 6,802 | – | 0.14% | – |
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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% |