SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 56 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,771,000 | +707.9% | 76,140 | +677.3% | 0.56% | +140.1% |
| Q2 2018 | $343,000 | +97.1% | 9,795 | +345.0% | 0.23% | +75.8% |
| Q3 2016 | $174,000 | +7.4% | 2,201 | +11.1% | 0.13% | -10.8% |
| Q2 2016 | $162,000 | -26.0% | 1,981 | -31.8% | 0.15% | -63.1% |
| Q1 2016 | $219,000 | -56.2% | 2,906 | -58.5% | 0.40% | +12.0% |
| Q3 2015 | $500,000 | -74.3% | 6,995 | -88.2% | 0.36% | -73.3% |
| Q1 2015 | $1,942,000 | -6.5% | 59,084 | +92.3% | 1.34% | +10.0% |
| Q3 2014 | $2,077,000 | +57.3% | 30,721 | +50.9% | 1.22% | +14.6% |
| Q2 2014 | $1,320,000 | -24.7% | 20,360 | -26.0% | 1.06% | -28.6% |
| Q1 2014 | $1,754,000 | – | 27,507 | – | 1.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Investment Group, LLC | 1,411,264 | $59,485,000 | 15.47% |
| Frontier Asset Management, LLC | 354,755 | $14,953,000 | 11.02% |
| SHEPHERD KAPLAN KROCHUK, LLC | 619,260 | $26,102,000 | 9.40% |
| AllGen Financial Advisors, Inc. | 259,892 | $10,954,436 | 8.12% |
| Nan Shan Life Insurance Co., Ltd. | 9,256,900 | $390,178,000 | 5.92% |
| O'Brien Wealth Partners LLC | 402,098 | $15,855,000 | 5.50% |
| Intelligence Driven Advisers, LLC | 678,987 | $27,506,000 | 5.05% |
| ISLAY CAPITAL MANAGEMENT, LLC | 149,369 | $6,296,000 | 4.76% |
| Tradewinds Capital Management, LLC | 529,194 | $22,306,000 | 3.42% |
| S. R. Schill & Associates | 161,290 | $6,798,000 | 2.71% |