SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 266 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,795 | -0.2% | 270 | 0.0% | 0.00% | – |
| Q1 2024 | $7,808 | -0.5% | 270 | 0.0% | 0.00% | – |
| Q4 2023 | $7,844 | +1.2% | 270 | 0.0% | 0.00% | – |
| Q3 2023 | $7,754 | +113.9% | 270 | +117.7% | 0.00% | – |
| Q1 2023 | $3,625 | -96.7% | 124 | -96.7% | 0.00% | -100.0% |
| Q3 2022 | $110,000 | +1733.3% | 3,804 | +1934.2% | 0.00% | – |
| Q2 2022 | $6,000 | +200.0% | 187 | +196.8% | 0.00% | – |
| Q3 2021 | $2,000 | +100.0% | 63 | +162.5% | 0.00% | – |
| Q4 2020 | $1,000 | -90.9% | 24 | -93.6% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 374 | +6.9% | 0.00% | – |
| Q2 2020 | $11,000 | +10.0% | 350 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | – | 350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,106,471 | $33,991,000 | 39.94% |
| AlphaStar Capital Management, LLC | 4,289,658 | $131,778,000 | 31.05% |
| Tempus Wealth Planning, LLC | 343,357 | $10,548,000 | 17.28% |
| AMJ Financial Wealth Management | 310,784 | $9,547,000 | 16.57% |
| Bruderman Asset Management, LLC | 1,192,258 | $36,578,000 | 14.49% |
| Stonehearth Capital Management, LLC | 533,171 | $16,379,000 | 13.33% |
| Menard Financial Group LLC | 130,636 | $4,013,000 | 13.24% |
| Compass Ion Advisors, LLC | 404,096 | $12,414,000 | 11.19% |
| TPG Financial Advisors, LLC | 350,564 | $10,769,000 | 10.68% |
| Stadion Money Management, LLC | 4,879,938 | $149,912,000 | 8.80% |