SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 162 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,655 | -17.6% | 18,767 | -15.4% | 0.02% | -13.6% |
| Q2 2023 | $627,387 | -17.0% | 22,177 | -15.1% | 0.02% | -18.5% |
| Q1 2023 | $755,709 | -31.3% | 26,113 | -33.0% | 0.03% | -34.1% |
| Q4 2022 | $1,100,342 | -20.2% | 38,964 | -20.5% | 0.04% | -25.5% |
| Q3 2022 | $1,379,000 | -62.4% | 49,024 | -60.6% | 0.06% | -57.7% |
| Q2 2022 | $3,666,000 | -10.8% | 124,404 | -8.4% | 0.13% | -42.2% |
| Q1 2022 | $4,112,000 | -17.9% | 135,770 | -13.1% | 0.22% | +49.0% |
| Q4 2021 | $5,010,000 | -6.2% | 156,327 | -5.4% | 0.15% | -13.2% |
| Q3 2021 | $5,340,000 | +5240.0% | 165,279 | +5340.4% | 0.17% | +2075.0% |
| Q2 2020 | $100,000 | -67.0% | 3,038 | -38.1% | 0.01% | -65.2% |
| Q2 2019 | $303,000 | -75.5% | 4,907 | -76.2% | 0.02% | -89.5% |
| Q4 2015 | $1,239,000 | – | 20,586 | – | 0.22% | – |
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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% |