SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,661 | -54.2% | 139,986 | -47.6% | 0.24% | -53.9% |
| Q2 2023 | $7,989 | +323.1% | 267,203 | +337.1% | 0.53% | +262.3% |
| Q1 2023 | $1,888 | -56.6% | 61,137 | -59.2% | 0.15% | -60.2% |
| Q4 2022 | $4,351 | -99.7% | 149,865 | +162.4% | 0.37% | +133.8% |
| Q3 2022 | $1,693,000 | -48.7% | 57,120 | -34.5% | 0.16% | -35.4% |
| Q1 2022 | $3,298,000 | – | 87,199 | – | 0.24% | – |
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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% |