SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $378,940 | -18.1% | 14,491 | -6.4% | 0.19% | -12.4% |
Q2 2023 | $462,942 | -41.1% | 15,483 | -39.2% | 0.22% | -42.1% |
Q1 2023 | $786,236 | -24.2% | 25,461 | -28.8% | 0.38% | -26.3% |
Q4 2022 | $1,037,735 | -17.4% | 35,747 | -15.6% | 0.51% | -20.5% |
Q3 2022 | $1,256,000 | +7.1% | 42,373 | +19.4% | 0.64% | +9.0% |
Q2 2022 | $1,173,000 | -57.2% | 35,485 | -51.0% | 0.59% | -53.6% |
Q1 2022 | $2,738,000 | +17.9% | 72,393 | +31.4% | 1.27% | +34.1% |
Q4 2021 | $2,322,000 | – | 55,086 | – | 0.94% | – |
Download |
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% |