SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312,660 | -11.6% | 50,197 | +1.1% | 0.15% | -10.8% |
| Q2 2023 | $1,485,264 | +3.5% | 49,674 | +6.9% | 0.17% | -2.4% |
| Q1 2023 | $1,435,324 | +40.3% | 46,481 | +31.9% | 0.17% | +32.8% |
| Q4 2022 | $1,023,100 | -19.7% | 35,243 | -18.0% | 0.13% | -26.4% |
| Q3 2022 | $1,274,000 | -5.5% | 42,989 | +5.5% | 0.17% | -2.8% |
| Q2 2022 | $1,348,000 | -6.0% | 40,765 | +7.5% | 0.18% | +4.7% |
| Q1 2022 | $1,434,000 | -2.7% | 37,930 | +8.4% | 0.17% | -2.8% |
| Q4 2021 | $1,474,000 | +5.2% | 34,978 | +3.1% | 0.18% | -1.1% |
| Q3 2021 | $1,401,000 | +2.8% | 33,928 | +2.8% | 0.18% | -1.1% |
| Q2 2021 | $1,363,000 | +27.9% | 32,995 | +20.7% | 0.18% | +14.6% |
| Q1 2021 | $1,066,000 | +62.0% | 27,340 | +87.5% | 0.16% | +51.0% |
| Q4 2020 | $658,000 | +206.0% | 14,581 | +216.9% | 0.10% | +173.7% |
| Q3 2020 | $215,000 | – | 4,601 | – | 0.04% | – |
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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% |