SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 259 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,668,806 | +4.3% | 423,858 | +7.2% | 0.07% | -5.1% |
| Q2 2023 | $11,186,549 | -69.1% | 395,424 | -68.4% | 0.08% | -70.8% |
| Q1 2023 | $36,241,729 | +311.4% | 1,252,306 | +301.4% | 0.27% | +276.1% |
| Q4 2022 | $8,810,240 | +3438.2% | 311,977 | +3417.2% | 0.07% | +2266.7% |
| Q3 2022 | $249,000 | +7.3% | 8,870 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $232,000 | +465.9% | 7,889 | +534.7% | 0.00% | +200.0% |
| Q2 2020 | $41,000 | – | 1,243 | – | 0.00% | – |
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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% |