SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 155 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,946,948 | +1220.8% | 112,694 | +1410.2% | 0.06% | +1200.0% |
| Q2 2023 | $223,113 | -46.1% | 7,462 | -44.3% | 0.01% | -37.5% |
| Q1 2023 | $413,730 | +90.7% | 13,398 | +189.6% | 0.01% | -50.0% |
| Q2 2020 | $217,000 | -84.1% | 4,626 | -84.0% | 0.02% | -86.2% |
| Q1 2020 | $1,364,000 | +475.5% | 28,867 | +365.6% | 0.12% | +286.7% |
| Q2 2019 | $237,000 | – | 6,200 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthsimple US, Ltd. | 542,598 | $24,487,000 | 13.39% |
| AllGen Financial Advisors, Inc. | 318,654 | $14,380,843 | 13.33% |
| Strategic Wealth Investment Group, LLC | 466,563 | $21,056,000 | 12.34% |
| SHEPHERD KAPLAN KROCHUK, LLC | 650,147 | $29,341,000 | 10.83% |
| IFS Advisors, LLC | 250,068 | $11,285,000 | 8.64% |
| Consolidated Planning Corp | 219,524 | $9,907,000 | 6.46% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,427,000 | $109,530,000 | 5.67% |
| ISLAY CAPITAL MANAGEMENT, LLC | 101,861 | $4,597,000 | 4.15% |
| First Heartland Consultants, Inc. | 486,653 | $21,963,000 | 3.65% |
| Genesee Capital Advisors, LLC | 100,618 | $4,540,000 | 2.97% |