SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 93 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $162,799 | +99.5% | 1,324 | +88.1% | 0.00% | – |
| Q1 2023 | $81,615 | +3980.8% | 704 | +3100.0% | 0.00% | – |
| Q3 2022 | $2,000 | -98.8% | 22 | -98.3% | 0.00% | – |
| Q1 2022 | $160,000 | +226.5% | 1,285 | +245.4% | 0.00% | – |
| Q4 2021 | $49,000 | +250.0% | 372 | +217.9% | 0.00% | – |
| Q3 2021 | $14,000 | +133.3% | 117 | +98.3% | 0.00% | – |
| Q4 2020 | $6,000 | -98.1% | 59 | -98.3% | 0.00% | – |
| Q3 2020 | $324,000 | +211.5% | 3,429 | +152.5% | 0.00% | – |
| Q1 2020 | $104,000 | +82.5% | 1,358 | +84.0% | 0.00% | – |
| Q4 2017 | $57,000 | +2750.0% | 738 | +2360.0% | 0.00% | – |
| Q3 2016 | $2,000 | -33.3% | 30 | -46.4% | 0.00% | – |
| Q4 2015 | $3,000 | – | 56 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 828,315 | $99,961 | 24.05% |
| Eagle Strategies LLC | 286,561 | $34,582,232 | 8.51% |
| Garrett Wealth Advisory Group, LLC | 137,219 | $16,559,518 | 7.54% |
| SFMG, LLC | 490,363 | $59,176,992 | 6.08% |
| Resource Planning Group | 49,452 | $5,967,886 | 5.06% |
| Great Point Wealth Advisors, LLC | 123,391 | $14,890,827 | 4.47% |
| Goodman Advisory Group, LLC | 76,784 | $9,266,247 | 3.46% |
| Sage Mountain Advisors LLC | 192,131 | $23,186,342 | 3.19% |
| COLONY GROUP LLC | 1,444,586 | $174,333 | 2.62% |
| Stadion Money Management, LLC | 232,340 | $28,038,791 | 2.32% |