SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,132,893 | -14.4% | 43,323 | -2.1% | 1.00% | -15.3% |
| Q2 2023 | $1,323,324 | -61.8% | 44,258 | -63.0% | 1.18% | -62.5% |
| Q1 2023 | $3,465,988 | +212.4% | 119,765 | +213.4% | 3.16% | +208.2% |
| Q4 2022 | $1,109,539 | -1.3% | 38,220 | +0.7% | 1.02% | -7.7% |
| Q3 2022 | $1,124,000 | -9.6% | 37,944 | +0.9% | 1.11% | -2.6% |
| Q2 2022 | $1,243,000 | -16.1% | 37,590 | -4.1% | 1.14% | -6.4% |
| Q1 2022 | $1,482,000 | -3.5% | 39,191 | +7.5% | 1.22% | +1.2% |
| Q4 2021 | $1,536,000 | +2.5% | 36,458 | +0.4% | 1.20% | -1.8% |
| Q3 2021 | $1,498,000 | -3.6% | 36,302 | -3.5% | 1.22% | +0.7% |
| Q2 2021 | $1,554,000 | +9.2% | 37,629 | +3.1% | 1.22% | -3.0% |
| Q1 2021 | $1,423,000 | – | 36,497 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 793,443 | $20,748,525 | 14.76% |
| Nan Shan Life Insurance Co., Ltd. | 10,956,900 | $286,522,935 | 7.82% |
| Donoghue Forlines LLC | 797,025 | $20,842,204 | 7.42% |
| O'Brien Wealth Partners LLC | 893,258 | $23,358,694 | 6.70% |
| Goodman Advisory Group, LLC | 563,876 | $14,745,375 | 5.51% |
| Buttonwood Financial Group, LLC | 266,454 | $6,589,376 | 4.81% |
| PEAK FINANCIAL ADVISORS LLC | 169,530 | $4,433,216 | 4.79% |
| Strategic Wealth Investment Group, LLC | 919,357 | $24,041,195 | 4.36% |
| Snider Financial Group | 248,124 | $6,488,440 | 3.14% |
| Robinson Value Management, Ltd. | 156,624 | $4,095,718 | 3.05% |