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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $126,979 | -62.6% | 4,112 | -64.8% | 0.01% | -66.7% |
| Q4 2022 | $339,477 | +36.9% | 11,694 | +39.5% | 0.02% | +23.5% |
| Q3 2022 | $248,000 | +79.7% | 8,385 | +100.0% | 0.02% | +88.9% |
| Q2 2022 | $138,000 | -64.4% | 4,193 | -59.1% | 0.01% | -62.5% |
| Q1 2022 | $388,000 | +14.1% | 10,250 | +27.3% | 0.02% | +14.3% |
| Q4 2021 | $340,000 | -28.6% | 8,050 | -30.2% | 0.02% | -34.4% |
| Q3 2021 | $476,000 | +109.7% | 11,536 | +109.4% | 0.03% | +100.0% |
| Q2 2021 | $227,000 | -7.0% | 5,510 | -11.8% | 0.02% | -23.8% |
| Q1 2021 | $244,000 | -50.5% | 6,247 | -42.8% | 0.02% | -52.3% |
| Q4 2020 | $493,000 | -52.5% | 10,923 | -50.5% | 0.04% | -38.0% |
| Q3 2020 | $1,038,000 | +142.0% | 22,072 | +141.3% | 0.07% | +26.8% |
| Q2 2020 | $429,000 | -25.6% | 9,149 | -25.1% | 0.06% | -44.6% |
| Q1 2020 | $577,000 | +23.3% | 12,211 | +1.4% | 0.10% | +71.2% |
| Q4 2019 | $468,000 | +2.9% | 12,043 | +8.6% | 0.06% | -20.3% |
| Q3 2019 | $455,000 | +26.4% | 11,085 | +17.4% | 0.07% | +4.2% |
| Q2 2019 | $360,000 | +6.2% | 9,445 | -2.3% | 0.07% | -17.4% |
| Q4 2018 | $339,000 | -66.5% | 9,672 | -67.7% | 0.09% | -46.2% |
| Q3 2018 | $1,013,000 | +159.1% | 29,956 | +168.0% | 0.16% | +46.8% |
| Q2 2018 | $391,000 | -82.3% | 11,176 | -81.5% | 0.11% | -77.5% |
| Q4 2017 | $2,214,000 | +13.7% | 60,506 | +123.5% | 0.48% | +6.4% |
| Q3 2017 | $1,948,000 | – | 27,069 | – | 0.46% | – |
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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% |