SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,585 | -28.1% | 21,416 | -24.4% | 0.03% | -36.2% |
| Q1 2023 | $819,515 | +272.5% | 28,318 | +316.4% | 0.05% | +235.7% |
| Q2 2021 | $220,000 | +816.7% | 6,801 | +1579.3% | 0.01% | +133.3% |
| Q1 2018 | $24,000 | 0.0% | 405 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $24,000 | -40.0% | 405 | -38.6% | 0.01% | -64.7% |
| Q3 2017 | $40,000 | +135.3% | 660 | -60.4% | 0.02% | +112.5% |
| Q2 2017 | $17,000 | -61.4% | 1,665 | 0.0% | 0.01% | -72.4% |
| Q1 2017 | $44,000 | -50.6% | 1,665 | +11.1% | 0.03% | -56.7% |
| Q4 2016 | $89,000 | – | 1,499 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 961,741 | $31,949,000 | 26.23% |
| Wela Strategies, Inc. | 640,565 | $21,280,000 | 13.54% |
| Municipal Employees' Retirement System of Michigan | 13,211,396 | $438,883,000 | 10.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 301,624 | $10,008,000 | 7.95% |
| Clark Capital Management Group, Inc. | 12,332,227 | $409,677,000 | 7.66% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,429,448 | $47,458,000 | 7.20% |
| S. R. Schill & Associates | 345,038 | $11,462,000 | 6.67% |
| Horst & Graben Wealth Management LLC | 446,442 | $14,831,000 | 6.51% |
| Menard Financial Group LLC | 141,920 | $4,715,000 | 5.90% |
| FormulaFolio Investments, LLC | 4,218,882 | $140,151,000 | 5.71% |