SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 196 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,229 | -31.7% | 16,790 | -29.8% | 0.06% | -23.7% |
| Q2 2023 | $676,838 | -56.8% | 23,925 | -56.4% | 0.08% | -42.9% |
| Q1 2023 | $1,567,853 | +95.5% | 54,863 | +93.2% | 0.13% | +62.2% |
| Q4 2022 | $802,072 | +0.6% | 28,402 | +0.2% | 0.08% | -4.7% |
| Q3 2022 | $797,000 | -8.2% | 28,344 | -3.8% | 0.09% | +7.5% |
| Q2 2022 | $868,000 | -8.7% | 29,449 | -6.2% | 0.08% | +3.9% |
| Q1 2022 | $951,000 | +15.1% | 31,403 | +20.1% | 0.08% | +16.7% |
| Q4 2021 | $826,000 | -21.6% | 26,151 | -20.5% | 0.07% | -8.3% |
| Q3 2021 | $1,054,000 | – | 32,893 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 803,295 | $22,114,711 | 13.22% |
| Leicht Financial Planning & Wealth Management, Inc. | 760,277 | $20,930,429 | 12.92% |
| Arcadia Wealth Management, LLC | 566,055 | $15,583,489 | 12.16% |
| Hibernia Wealth Partners, LLC | 459,881 | $12,660,509 | 9.80% |
| O'Brien Wealth Partners LLC | 1,146,596 | $31,565,795 | 9.05% |
| Astoria Portfolio Advisors LLC. | 648,121 | $17,674,260 | 8.53% |
| SENTINEL PENSION ADVISORS INC | 1,139,074 | $31,358,706 | 7.64% |
| Flagstone Financial Management | 547,368 | $15,069,034 | 6.89% |
| S. R. Schill & Associates | 456,999 | $12,581,178 | 6.11% |
| RFP Financial Group LLC | 438,574 | $12,073,886 | 5.31% |