SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 269 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,506 | +269.4% | 29,809 | +317.8% | 0.00% | – |
| Q3 2022 | $211,000 | -57.5% | 7,134 | -52.4% | 0.00% | -100.0% |
| Q2 2022 | $496,000 | -3.1% | 14,987 | +10.8% | 0.00% | 0.0% |
| Q1 2022 | $512,000 | -19.5% | 13,526 | -12.2% | 0.00% | 0.0% |
| Q3 2021 | $636,000 | +99.4% | 15,404 | +99.7% | 0.00% | 0.0% |
| Q2 2021 | $319,000 | +39.3% | 7,713 | +58.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -8.4% | 4,882 | -7.9% | 0.00% | 0.0% |
| Q1 2020 | $250,000 | +11.1% | 5,302 | -3.5% | 0.00% | 0.0% |
| Q3 2019 | $225,000 | +1507.1% | 5,494 | +2647.0% | 0.00% | – |
| Q2 2017 | $14,000 | 0.0% | 200 | -0.5% | 0.00% | – |
| Q1 2017 | $14,000 | 0.0% | 201 | +0.5% | 0.00% | – |
| Q4 2016 | $14,000 | -12.5% | 200 | 0.0% | 0.00% | – |
| Q3 2016 | $16,000 | +1500.0% | 200 | +900.0% | 0.00% | – |
| Q3 2015 | $1,000 | -96.6% | 20 | -94.9% | 0.00% | – |
| Q4 2014 | $29,000 | – | 396 | – | 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% |