SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 328 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,947 | -99.3% | 206 | -99.3% | 0.00% | -99.4% |
| Q1 2023 | $833,435 | +7.7% | 28,513 | +6.4% | 0.35% | -2.2% |
| Q4 2022 | $774,079 | -57.1% | 26,794 | -57.1% | 0.36% | -62.9% |
| Q3 2022 | $1,806,000 | -3.7% | 62,454 | -1.9% | 0.97% | +0.8% |
| Q2 2022 | $1,875,000 | -17.2% | 63,677 | -16.6% | 0.96% | -27.1% |
| Q1 2022 | $2,264,000 | +0.4% | 76,357 | +3.1% | 1.32% | +17.9% |
| Q4 2021 | $2,255,000 | +284.2% | 74,096 | +286.7% | 1.12% | +240.1% |
| Q3 2021 | $587,000 | – | 19,159 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,106,471 | $33,991,000 | 39.94% |
| AlphaStar Capital Management, LLC | 4,289,658 | $131,778,000 | 31.05% |
| Tempus Wealth Planning, LLC | 343,357 | $10,548,000 | 17.28% |
| AMJ Financial Wealth Management | 310,784 | $9,547,000 | 16.57% |
| Bruderman Asset Management, LLC | 1,192,258 | $36,578,000 | 14.49% |
| Stonehearth Capital Management, LLC | 533,171 | $16,379,000 | 13.33% |
| Menard Financial Group LLC | 130,636 | $4,013,000 | 13.24% |
| Compass Ion Advisors, LLC | 404,096 | $12,414,000 | 11.19% |
| TPG Financial Advisors, LLC | 350,564 | $10,769,000 | 10.68% |
| Stadion Money Management, LLC | 4,879,938 | $149,912,000 | 8.80% |