SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 144 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $15,922,000 | -36.3% | 337,036 | -46.5% | 17.03% | -16.1% |
| Q4 2019 | $25,011,000 | -12.4% | 629,833 | -9.5% | 20.31% | +6.2% |
| Q3 2019 | $28,550,000 | +2.7% | 695,830 | +0.6% | 19.12% | +0.9% |
| Q2 2019 | $27,812,000 | +29.3% | 692,020 | +17.1% | 18.94% | +28.7% |
| Q1 2019 | $21,506,000 | +10.8% | 590,985 | +6.7% | 14.72% | +5.6% |
| Q4 2018 | $19,415,000 | +81.4% | 554,069 | +69.7% | 13.94% | +77.2% |
| Q3 2018 | $10,704,000 | -15.0% | 326,452 | -9.2% | 7.87% | +3.3% |
| Q2 2018 | $12,590,000 | +9.1% | 359,399 | +9.3% | 7.62% | -14.8% |
| Q1 2018 | $11,540,000 | -11.7% | 328,789 | +81.2% | 8.94% | +0.6% |
| Q4 2017 | $13,063,000 | 0.0% | 181,482 | 0.0% | 8.89% | +2.3% |
| Q3 2017 | $13,063,000 | +8.7% | 181,482 | +8.9% | 8.69% | +29.4% |
| Q2 2017 | $12,013,000 | – | 166,587 | – | 6.71% | – |
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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% |