SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 196 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,754,540 | -23.8% | 318,000 | -21.7% | 0.02% | -24.0% |
| Q2 2023 | $11,485,740 | +82.1% | 406,000 | +86.2% | 0.02% | +66.7% |
| Q1 2023 | $6,308,920 | +1.1% | 218,000 | -1.3% | 0.02% | -6.2% |
| Q4 2022 | $6,237,764 | -44.8% | 220,884 | -45.0% | 0.02% | -46.7% |
| Q3 2022 | $11,293,000 | +119.9% | 401,453 | +130.4% | 0.03% | +130.8% |
| Q2 2022 | $5,135,000 | -52.4% | 174,238 | -51.1% | 0.01% | +18.2% |
| Q1 2022 | $10,798,000 | +68.2% | 356,476 | +78.0% | 0.01% | -21.4% |
| Q4 2021 | $6,418,000 | +48.0% | 200,238 | +49.2% | 0.01% | +27.3% |
| Q3 2021 | $4,337,000 | +185.0% | 134,238 | +185.6% | 0.01% | +175.0% |
| Q2 2021 | $1,522,000 | – | 47,000 | – | 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% |