SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 202 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $125,306 | +0.9% | 4,318 | -9.1% | 0.04% | -5.1% |
| Q3 2023 | $124,168 | +86.6% | 4,748 | +113.3% | 0.04% | +85.7% |
| Q2 2023 | $66,546 | -2.9% | 2,226 | +0.3% | 0.02% | -8.7% |
| Q1 2023 | $68,549 | +15.2% | 2,220 | +8.3% | 0.02% | +4.5% |
| Q4 2022 | $59,480 | +23.9% | 2,049 | +26.8% | 0.02% | +15.8% |
| Q3 2022 | $48,000 | -12.7% | 1,616 | -3.3% | 0.02% | -5.0% |
| Q2 2022 | $55,000 | +7.8% | 1,671 | +23.4% | 0.02% | +25.0% |
| Q1 2022 | $51,000 | -16.4% | 1,354 | -5.9% | 0.02% | -20.0% |
| Q4 2021 | $61,000 | +3.4% | 1,439 | +0.6% | 0.02% | -4.8% |
| Q3 2021 | $59,000 | 0.0% | 1,430 | +0.4% | 0.02% | -4.5% |
| Q2 2021 | $59,000 | +11.3% | 1,424 | +5.1% | 0.02% | +15.8% |
| Q1 2021 | $53,000 | -11.7% | 1,355 | +0.3% | 0.02% | -20.8% |
| Q4 2020 | $60,000 | +400.0% | 1,351 | +419.6% | 0.02% | +380.0% |
| Q3 2020 | $12,000 | 0.0% | 260 | +0.4% | 0.01% | -16.7% |
| Q2 2020 | $12,000 | +200.0% | 259 | +194.3% | 0.01% | +200.0% |
| Q1 2020 | $4,000 | +33.3% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -50.0% | 88 | -44.7% | 0.00% | -33.3% |
| Q3 2019 | $6,000 | +100.0% | 159 | +82.8% | 0.00% | +200.0% |
| Q2 2019 | $3,000 | -50.0% | 87 | -2.2% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +100.0% | 89 | +3.5% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | +50.0% | 86 | +1.2% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | – | 85 | – | 0.00% | – |
Download | ||||||
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% |