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 | $212,966 | -81.6% | 8,144 | -73.4% | 0.04% | -83.8% |
| Q1 2022 | $1,159,000 | -49.4% | 30,644 | -43.6% | 0.22% | -48.7% |
| Q4 2021 | $2,291,000 | +21.5% | 54,347 | +19.0% | 0.42% | +12.9% |
| Q3 2021 | $1,886,000 | +61.3% | 45,684 | +61.4% | 0.37% | +56.1% |
| Q2 2021 | $1,169,000 | -26.5% | 28,299 | -30.6% | 0.24% | -35.9% |
| Q1 2021 | $1,590,000 | -47.2% | 40,780 | -38.9% | 0.37% | -47.9% |
| Q4 2020 | $3,012,000 | -2.6% | 66,736 | +0.9% | 0.72% | -25.3% |
| Q3 2020 | $3,091,000 | +9.6% | 66,122 | +10.0% | 0.96% | -5.1% |
| Q2 2020 | $2,820,000 | +48.7% | 60,121 | +49.7% | 1.01% | -14.1% |
| Q1 2020 | $1,897,000 | -33.9% | 40,150 | -45.6% | 1.18% | -31.5% |
| Q4 2019 | $2,868,000 | – | 73,783 | – | 1.72% | – |
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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% |