SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 154 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,649 | -41.1% | 13,972 | -39.5% | 0.03% | +12.0% |
| Q2 2023 | $653,329 | -16.5% | 23,094 | -14.5% | 0.02% | -26.5% |
| Q1 2023 | $782,104 | -86.3% | 27,025 | -86.7% | 0.03% | -87.8% |
| Q4 2022 | $5,720,605 | +1.1% | 202,571 | +0.7% | 0.28% | -11.4% |
| Q3 2022 | $5,659,000 | +2.4% | 201,185 | +7.3% | 0.32% | -0.3% |
| Q2 2022 | $5,524,000 | +7.4% | 187,453 | +10.4% | 0.32% | +8.6% |
| Q1 2022 | $5,144,000 | +137.3% | 169,826 | +151.0% | 0.29% | +138.5% |
| Q4 2021 | $2,168,000 | +156.9% | 67,647 | +158.9% | 0.12% | +114.0% |
| Q3 2021 | $844,000 | +20.4% | 26,129 | +20.7% | 0.06% | +14.0% |
| Q2 2021 | $701,000 | -25.1% | 21,645 | -25.8% | 0.05% | -39.8% |
| Q1 2021 | $936,000 | -33.1% | 29,171 | -31.1% | 0.08% | -47.1% |
| Q4 2020 | $1,399,000 | – | 42,325 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 803,295 | $22,114,711 | 13.22% |
| Leicht Financial Planning & Wealth Management, Inc. | 760,277 | $20,930,429 | 12.92% |
| Arcadia Wealth Management, LLC | 566,055 | $15,583,489 | 12.16% |
| Hibernia Wealth Partners, LLC | 459,881 | $12,660,509 | 9.80% |
| O'Brien Wealth Partners LLC | 1,146,596 | $31,565,795 | 9.05% |
| Astoria Portfolio Advisors LLC. | 648,121 | $17,674,260 | 8.53% |
| SENTINEL PENSION ADVISORS INC | 1,139,074 | $31,358,706 | 7.64% |
| Flagstone Financial Management | 547,368 | $15,069,034 | 6.89% |
| S. R. Schill & Associates | 456,999 | $12,581,178 | 6.11% |
| RFP Financial Group LLC | 438,574 | $12,073,886 | 5.31% |