SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628 | -95.9% | 24 | -95.3% | 0.00% | -95.5% |
| Q2 2023 | $15,279 | -3.2% | 511 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $15,780 | +6.4% | 511 | 0.0% | 0.02% | +15.0% |
| Q4 2022 | $14,834 | -1.1% | 511 | 0.0% | 0.02% | +17.6% |
| Q3 2022 | $15,000 | -11.8% | 511 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $17,000 | -10.5% | 511 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $19,000 | -13.6% | 511 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $22,000 | +4.8% | 511 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 511 | 0.0% | 0.02% | +6.2% |
| Q2 2010 | $21,000 | – | 511 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Trust Bank, Ltd. | 622,000 | $18,597,800 | 86.51% |
| AllGen Financial Advisors, Inc. | 471,148 | $14,087,329 | 8.87% |
| Nan Shan Life Insurance Co., Ltd. | 10,956,900 | $327,611,310 | 7.90% |
| Scissortail Wealth Management, LLC | 255,896 | $7,666,312 | 6.29% |
| Tradewinds Capital Management, LLC | 622,119 | $18,601,359 | 5.80% |
| PEAK FINANCIAL ADVISORS LLC | 230,907 | $6,904,119 | 5.42% |
| Buttonwood Financial Group, LLC | 198,890 | $5,871,248 | 5.08% |
| O'Brien Wealth Partners LLC | 529,495 | $15,831,892 | 4.66% |
| Astoria Portfolio Advisors LLC. | 402,983 | $11,956,496 | 4.63% |
| Strategic Wealth Investment Group, LLC | 879,061 | $26,283,932 | 4.17% |