SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 359 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $785,357 | -0.9% | 27,203 | -0.7% | 0.06% | -6.5% |
| Q1 2024 | $792,401 | -22.6% | 27,400 | -22.2% | 0.06% | -16.2% |
| Q4 2023 | $1,023,283 | +3.0% | 35,225 | +1.9% | 0.07% | -11.9% |
| Q3 2023 | $993,227 | +3.3% | 34,583 | +3.6% | 0.08% | +2.4% |
| Q2 2023 | $961,065 | +4.5% | 33,382 | +6.1% | 0.08% | -4.7% |
| Q1 2023 | $919,403 | +46.1% | 31,454 | +44.4% | 0.09% | +34.4% |
| Q4 2022 | $629,195 | -42.8% | 21,779 | -42.6% | 0.06% | +1.6% |
| Q3 2022 | $1,100,000 | +274.1% | 37,938 | +279.4% | 0.06% | +270.6% |
| Q2 2022 | $294,000 | -0.7% | 10,000 | 0.0% | 0.02% | +21.4% |
| Q1 2022 | $296,000 | -26.0% | 10,000 | -23.3% | 0.01% | -76.3% |
| Q4 2020 | $400,000 | +61.9% | 13,035 | +62.2% | 0.06% | +47.5% |
| Q3 2020 | $247,000 | -45.8% | 8,035 | -45.8% | 0.04% | -51.8% |
| Q2 2020 | $456,000 | – | 14,835 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M. Kulyk & Associates, LLC | 1,687,803 | $51,748,000 | 19.32% |
| Municipal Employees' Retirement System of Michigan | 25,603,639 | $785,008,000 | 13.16% |
| Private Wealth Group, LLC | 572,369 | $17,549,000 | 12.53% |
| Nelson Capital Management, LLC | 1,466,605 | $44,966,000 | 9.62% |
| Better Money Decisions, LLC | 282,543 | $8,663,000 | 8.94% |
| Tempus Wealth Planning, LLC | 234,180 | $7,180,000 | 7.60% |
| Spectrum Planning & Advisory Services Inc. | 220,952 | $6,774,000 | 6.96% |
| Mach-1 Financial Group, LLC | 266,753 | $8,178,000 | 6.65% |
| Aries Wealth Management | 476,110 | $14,598,000 | 6.56% |
| LifeSteps Financial, Inc. | 246,446 | $7,556,000 | 6.31% |