SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 233 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,996,219 | +0.5% | 108,835 | +3.2% | 1.36% | +3.1% |
| Q2 2023 | $2,982,640 | +0.9% | 105,431 | +3.2% | 1.32% | -8.3% |
| Q1 2023 | $2,955,442 | +6.1% | 102,123 | +3.5% | 1.44% | +0.8% |
| Q4 2022 | $2,786,493 | +2.7% | 98,671 | +2.3% | 1.43% | -5.5% |
| Q3 2022 | $2,714,000 | +3.3% | 96,483 | +8.2% | 1.52% | +6.0% |
| Q2 2022 | $2,627,000 | +30.7% | 89,138 | +34.3% | 1.43% | +38.6% |
| Q1 2022 | $2,010,000 | +82.4% | 66,357 | +92.9% | 1.03% | +92.7% |
| Q4 2021 | $1,102,000 | – | 34,395 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 734,098 | $20,731 | 11.64% |
| Boyd Wealth Management, LLC | 498,103 | $14,066,423 | 10.33% |
| O'Brien Wealth Partners LLC | 773,779 | $21,851,526 | 8.68% |
| Beacon Bridge Wealth Partners, LLC | 374,134 | $10,565,544 | 7.68% |
| Onyx Bridge Wealth Group LLC | 635,812 | $18,254,166 | 7.42% |
| Flagstone Financial Management | 414,433 | $11,703,600 | 7.13% |
| US FINANCIAL ADVISORS, LLC | 465,021 | $13,132,203 | 6.59% |
| S. R. Schill & Associates | 450,444 | $12,720,534 | 6.34% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,761,609 | $49,747,838 | 5.66% |
| Municipal Employees' Retirement System of Michigan | 10,499,797 | $296,514 | 4.79% |