SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 196 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,513 | -10.9% | 8,991 | -8.5% | 0.02% | -4.8% |
| Q2 2023 | $277,829 | +1.8% | 9,821 | +16.1% | 0.02% | -4.5% |
| Q3 2021 | $273,000 | -0.4% | 8,461 | +0.0% | 0.02% | -4.3% |
| Q2 2021 | $274,000 | -1.4% | 8,460 | -2.3% | 0.02% | -4.2% |
| Q1 2021 | $278,000 | -12.3% | 8,662 | -9.6% | 0.02% | -42.9% |
| Q4 2020 | $317,000 | – | 9,583 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 803,295 | $22,114,711 | 13.22% |
| Leicht Financial Planning & Wealth Management, Inc. | 760,277 | $20,930,429 | 12.92% |
| Arcadia Wealth Management, LLC | 566,055 | $15,583,489 | 12.16% |
| Hibernia Wealth Partners, LLC | 459,881 | $12,660,509 | 9.80% |
| O'Brien Wealth Partners LLC | 1,146,596 | $31,565,795 | 9.05% |
| Astoria Portfolio Advisors LLC. | 648,121 | $17,674,260 | 8.53% |
| SENTINEL PENSION ADVISORS INC | 1,139,074 | $31,358,706 | 7.64% |
| Flagstone Financial Management | 547,368 | $15,069,034 | 6.89% |
| S. R. Schill & Associates | 456,999 | $12,581,178 | 6.11% |
| RFP Financial Group LLC | 438,574 | $12,073,886 | 5.31% |