SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $360,000 | -12.2% | 9,528 | -2.0% | 0.26% | -6.7% |
| Q4 2021 | $410,000 | +2.0% | 9,725 | +0.0% | 0.28% | -3.1% |
| Q3 2021 | $402,000 | 0.0% | 9,724 | 0.0% | 0.29% | -2.7% |
| Q2 2021 | $402,000 | +1.8% | 9,724 | -3.9% | 0.30% | -8.8% |
| Q1 2021 | $395,000 | -19.1% | 10,122 | -6.4% | 0.33% | -21.2% |
| Q4 2020 | $488,000 | -13.2% | 10,818 | -10.0% | 0.42% | -26.0% |
| Q3 2020 | $562,000 | -22.2% | 12,022 | -21.8% | 0.57% | -32.9% |
| Q2 2020 | $722,000 | -0.7% | 15,381 | -0.0% | 0.84% | -13.3% |
| Q1 2020 | $727,000 | +6.4% | 15,382 | -12.5% | 0.97% | +36.4% |
| Q4 2019 | $683,000 | +7.1% | 17,583 | +13.1% | 0.71% | -5.1% |
| Q3 2019 | $638,000 | +7.4% | 15,549 | -0.0% | 0.75% | +1.1% |
| Q2 2019 | $594,000 | +7.2% | 15,555 | +2.2% | 0.74% | +3.9% |
| Q1 2019 | $554,000 | +137.8% | 15,220 | +129.0% | 0.72% | +113.1% |
| Q4 2018 | $233,000 | – | 6,646 | – | 0.34% | – |
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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% |