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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,452,110 | -12.0% | 476,180 | +0.6% | 2.56% | -8.3% |
| Q2 2023 | $14,153,812 | -7.6% | 473,372 | -4.6% | 2.80% | -9.6% |
| Q1 2023 | $15,321,550 | +110293.8% | 496,164 | +3.8% | 3.09% | +5.0% |
| Q4 2022 | $13,879 | -99.9% | 478,105 | -5.0% | 2.94% | -12.4% |
| Q3 2022 | $14,923,000 | -8.6% | 503,481 | +2.0% | 3.36% | -3.0% |
| Q2 2022 | $16,319,000 | +23.9% | 493,471 | +45.6% | 3.47% | +0.3% |
| Q4 2019 | $13,171,000 | -0.3% | 338,847 | +5.2% | 3.46% | -5.6% |
| Q3 2019 | $13,212,000 | – | 322,010 | – | 3.66% | – |
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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% |