SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 167 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,613,000 | -23.2% | 63,366 | -12.6% | 1.97% | +10.4% |
| Q2 2020 | $3,401,000 | +30.2% | 72,504 | +14.4% | 1.78% | -9.4% |
| Q1 2020 | $2,613,000 | +12.6% | 63,366 | +6.1% | 1.97% | +6.5% |
| Q4 2019 | $2,321,000 | -11.2% | 59,715 | -5.8% | 1.85% | -6.1% |
| Q3 2019 | $2,613,000 | +14.3% | 63,366 | +5.7% | 1.97% | -1.4% |
| Q2 2019 | $2,287,000 | +20.9% | 59,941 | +15.3% | 1.99% | +13.9% |
| Q1 2019 | $1,892,000 | +20.2% | 51,990 | +15.7% | 1.75% | +26.4% |
| Q4 2018 | $1,574,000 | – | 44,917 | – | 1.38% | – |
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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% |