SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 257 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,046 | -78.1% | 637 | -75.7% | 0.00% | -50.0% |
| Q2 2022 | $87,000 | +31.8% | 2,622 | +87.3% | 0.00% | -33.3% |
| Q2 2020 | $66,000 | +40.4% | 1,400 | +40.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | +123.8% | 1,000 | +84.5% | 0.00% | +50.0% |
| Q4 2019 | $21,000 | +31.2% | 542 | +35.5% | 0.00% | +100.0% |
| Q3 2019 | $16,000 | -80.0% | 400 | -81.0% | 0.00% | -80.0% |
| Q2 2019 | $80,000 | +42.9% | 2,106 | +195.8% | 0.01% | -16.7% |
| Q3 2016 | $56,000 | – | 712 | – | 0.01% | – |
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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% |