SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 253 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $83,000 | -5.7% | 2,506 | +7.6% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | +76.0% | 2,328 | +97.8% | 0.00% | – |
| Q4 2021 | $50,000 | +28.2% | 1,177 | +24.0% | 0.00% | – |
| Q3 2021 | $39,000 | 0.0% | 949 | 0.0% | 0.00% | – |
| Q2 2021 | $39,000 | +50.0% | 949 | +40.4% | 0.00% | – |
| Q1 2021 | $26,000 | -94.9% | 676 | -93.8% | 0.00% | -100.0% |
| Q2 2020 | $509,000 | -7.1% | 10,867 | -4.9% | 0.01% | -33.3% |
| Q1 2020 | $548,000 | +3123.5% | 11,423 | +2180.0% | 0.01% | +1100.0% |
| Q3 2018 | $17,000 | – | 501 | – | 0.00% | – |
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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% |