SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 75 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $373,000 | +69.5% | 7,906 | +39.7% | 0.30% | +111.2% |
| Q4 2019 | $220,000 | +12.8% | 5,659 | +18.8% | 0.14% | +0.7% |
| Q3 2019 | $195,000 | +7.7% | 4,763 | +0.5% | 0.14% | +2.9% |
| Q2 2019 | $181,000 | +8.4% | 4,738 | +3.0% | 0.14% | +5.3% |
| Q1 2019 | $167,000 | +11.3% | 4,598 | +7.1% | 0.13% | -3.7% |
| Q4 2018 | $150,000 | +4.9% | 4,294 | +1.5% | 0.14% | +37.4% |
| Q3 2018 | $143,000 | +12.6% | 4,230 | +17.1% | 0.10% | +6.5% |
| Q2 2018 | $127,000 | +605.6% | 3,612 | +618.1% | 0.09% | +564.3% |
| Q1 2018 | $18,000 | -87.5% | 503 | -72.2% | 0.01% | -91.0% |
| Q2 2016 | $144,000 | +1007.7% | 1,807 | +856.1% | 0.16% | +1191.7% |
| Q4 2015 | $13,000 | – | 189 | – | 0.01% | – |
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% |