SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 249 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,935,119 | -2.0% | 150,482 | +12.0% | 0.08% | -6.6% |
Q2 2023 | $4,016,411 | +12.4% | 134,328 | +16.1% | 0.09% | -4.2% |
Q1 2023 | $3,571,944 | +80.2% | 115,671 | +69.4% | 0.10% | +90.0% |
Q4 2022 | $1,982,367 | +247.8% | 68,286 | +254.9% | 0.05% | +212.5% |
Q3 2022 | $570,000 | -6.1% | 19,239 | +4.9% | 0.02% | +6.7% |
Q2 2022 | $607,000 | +10.4% | 18,340 | +26.1% | 0.02% | +25.0% |
Q1 2022 | $550,000 | +10900.0% | 14,544 | +10070.6% | 0.01% | – |
Q1 2018 | $5,000 | -98.2% | 143 | -96.0% | 0.00% | -100.0% |
Q3 2016 | $285,000 | – | 3,611 | – | 0.02% | – |
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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% |