SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 179 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $247,858 | -43.8% | 8,538 | -36.0% | 0.02% | -59.2% |
| Q2 2022 | $441,000 | -34.4% | 13,336 | -25.0% | 0.05% | -31.0% |
| Q1 2022 | $672,000 | +58.5% | 17,774 | +76.6% | 0.07% | +57.8% |
| Q4 2021 | $424,000 | -29.8% | 10,063 | -31.2% | 0.04% | -32.8% |
| Q3 2021 | $604,000 | +10.2% | 14,629 | +10.2% | 0.07% | +11.7% |
| Q2 2021 | $548,000 | +246.8% | 13,275 | +226.7% | 0.06% | +150.0% |
| Q1 2021 | $158,000 | -12.2% | 4,063 | +1.9% | 0.02% | -25.0% |
| Q4 2020 | $180,000 | +20.8% | 3,988 | +24.9% | 0.03% | +3.2% |
| Q3 2020 | $149,000 | -2.6% | 3,192 | 0.0% | 0.03% | -6.1% |
| Q2 2020 | $153,000 | +25.4% | 3,192 | +24.4% | 0.03% | +3.1% |
| Q1 2020 | $122,000 | +1642.9% | 2,566 | +1325.6% | 0.03% | +1500.0% |
| Q4 2019 | $7,000 | – | 180 | – | 0.00% | – |
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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% |