SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 196 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,589 | -2.7% | 312 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $8,826 | -2.2% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,029 | +2.5% | 312 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $8,811 | -2.1% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 312 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $10,000 | 0.0% | 312 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $10,000 | 0.0% | 312 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 312 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $10,000 | 0.0% | 312 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $10,000 | 0.0% | 312 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $10,000 | 0.0% | 312 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $10,000 | 0.0% | 312 | +100.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | – | 156 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 734,098 | $20,731 | 11.64% |
| Boyd Wealth Management, LLC | 498,103 | $14,066,423 | 10.33% |
| O'Brien Wealth Partners LLC | 773,779 | $21,851,526 | 8.68% |
| Beacon Bridge Wealth Partners, LLC | 374,134 | $10,565,544 | 7.68% |
| Onyx Bridge Wealth Group LLC | 635,812 | $18,254,166 | 7.42% |
| Flagstone Financial Management | 414,433 | $11,703,600 | 7.13% |
| US FINANCIAL ADVISORS, LLC | 465,021 | $13,132,203 | 6.59% |
| S. R. Schill & Associates | 450,444 | $12,720,534 | 6.34% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,761,609 | $49,747,838 | 5.66% |
| Municipal Employees' Retirement System of Michigan | 10,499,797 | $296,514 | 4.79% |