SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 241 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,540 | +129.4% | 2,417 | +135.1% | 0.01% | +50.0% |
| Q3 2022 | $29,000 | -3.3% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $30,000 | -3.2% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -6.1% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $33,000 | 0.0% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 1,028 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $33,000 | -99.9% | 1,028 | -14.0% | 0.01% | -16.7% |
| Q1 2021 | $38,336,000 | +112652.9% | 1,195 | +16.2% | 0.01% | -25.0% |
| Q4 2020 | $34,000 | +161.5% | 1,028 | +161.6% | 0.01% | +100.0% |
| Q3 2020 | $13,000 | -66.7% | 393 | -66.5% | 0.00% | -66.7% |
| Q2 2020 | $39,000 | -39.1% | 1,172 | -39.0% | 0.01% | -45.5% |
| Q1 2020 | $64,000 | – | 1,921 | – | 0.02% | – |
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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% |