SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 217 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,066 | -7.0% | 40,774 | +5.6% | 0.48% | -12.3% |
| Q2 2023 | $1,146 | -1.6% | 38,602 | +2.3% | 0.54% | -2.2% |
| Q1 2023 | $1,165 | +5.0% | 37,740 | -1.3% | 0.56% | +3.4% |
| Q4 2022 | $1,110 | -99.9% | 38,244 | +1.1% | 0.54% | -6.4% |
| Q3 2022 | $1,121,000 | -11.2% | 37,829 | -1.0% | 0.57% | -9.3% |
| Q2 2022 | $1,263,000 | -6.9% | 38,205 | +6.5% | 0.63% | +9.3% |
| Q1 2022 | $1,356,000 | +44.9% | 35,867 | +61.5% | 0.58% | +52.0% |
| Q4 2021 | $936,000 | +10.8% | 22,202 | +8.5% | 0.38% | +4.1% |
| Q3 2021 | $845,000 | +9.7% | 20,454 | +9.7% | 0.37% | -12.4% |
| Q2 2021 | $770,000 | +27.1% | 18,645 | +19.9% | 0.42% | +42.7% |
| Q1 2021 | $606,000 | +63.3% | 15,555 | +89.0% | 0.29% | +64.6% |
| Q4 2020 | $371,000 | – | 8,231 | – | 0.18% | – |
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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% |