SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 359 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,421,979 | -10.8% | 291,720 | -10.7% | 3.03% | -12.1% |
| Q1 2024 | $9,444,814 | +7.4% | 326,584 | +7.9% | 3.44% | -0.6% |
| Q4 2023 | $8,792,005 | +0.2% | 302,650 | -1.0% | 3.46% | -13.9% |
| Q3 2023 | $8,777,951 | +29.1% | 305,639 | +29.4% | 4.02% | +29.3% |
| Q2 2023 | $6,801,119 | +184.1% | 236,232 | +188.4% | 3.11% | +147.8% |
| Q1 2023 | $2,394,112 | -19.8% | 81,906 | -20.8% | 1.26% | -29.8% |
| Q4 2022 | $2,986,417 | +17.7% | 103,372 | +17.8% | 1.79% | -6.8% |
| Q3 2022 | $2,538,000 | – | 87,746 | – | 1.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M. Kulyk & Associates, LLC | 1,687,803 | $51,748,000 | 19.32% |
| Municipal Employees' Retirement System of Michigan | 25,603,639 | $785,008,000 | 13.16% |
| Private Wealth Group, LLC | 572,369 | $17,549,000 | 12.53% |
| Nelson Capital Management, LLC | 1,466,605 | $44,966,000 | 9.62% |
| Better Money Decisions, LLC | 282,543 | $8,663,000 | 8.94% |
| Tempus Wealth Planning, LLC | 234,180 | $7,180,000 | 7.60% |
| Spectrum Planning & Advisory Services Inc. | 220,952 | $6,774,000 | 6.96% |
| Mach-1 Financial Group, LLC | 266,753 | $8,178,000 | 6.65% |
| Aries Wealth Management | 476,110 | $14,598,000 | 6.56% |
| LifeSteps Financial, Inc. | 246,446 | $7,556,000 | 6.31% |