SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 162 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,843,379 | +7.9% | 66,959 | +10.9% | 0.17% | +13.7% |
| Q2 2023 | $1,708,254 | +18.1% | 60,383 | +20.8% | 0.15% | +7.7% |
| Q1 2023 | $1,446,487 | +33.1% | 49,982 | +29.4% | 0.14% | +17.4% |
| Q3 2022 | $1,087,000 | +20.0% | 38,626 | +25.6% | 0.12% | +21.0% |
| Q2 2022 | $906,000 | +8.5% | 30,759 | +11.5% | 0.10% | +23.5% |
| Q1 2022 | $835,000 | -47.4% | 27,579 | -44.5% | 0.08% | -46.4% |
| Q4 2021 | $1,587,000 | -3.6% | 49,666 | -2.6% | 0.15% | -13.7% |
| Q3 2021 | $1,647,000 | +10.2% | 50,977 | +10.5% | 0.18% | +11.5% |
| Q2 2021 | $1,494,000 | +14.1% | 46,130 | +13.1% | 0.16% | +1.3% |
| Q1 2021 | $1,309,000 | +425.7% | 40,798 | +442.0% | 0.16% | +400.0% |
| Q4 2020 | $249,000 | -73.4% | 7,528 | -50.8% | 0.03% | -91.0% |
| Q3 2016 | $935,000 | – | 15,306 | – | 0.34% | – |
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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% |