SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $754 | +46.1% | 28,836 | +67.0% | 0.16% | +40.2% |
| Q2 2023 | $516 | -99.7% | 17,263 | +178.2% | 0.11% | +111.3% |
| Q2 2022 | $205,000 | -9.3% | 6,206 | +4.0% | 0.05% | -32.9% |
| Q1 2022 | $226,000 | -31.3% | 5,968 | -23.6% | 0.08% | +3.9% |
| Q4 2021 | $329,000 | +0.9% | 7,815 | -1.1% | 0.08% | -9.5% |
| Q3 2021 | $326,000 | +3.8% | 7,905 | +4.1% | 0.08% | +1.2% |
| Q2 2021 | $314,000 | +33.6% | 7,593 | +26.1% | 0.08% | +31.7% |
| Q1 2021 | $235,000 | -48.7% | 6,022 | -40.7% | 0.06% | -54.7% |
| Q4 2020 | $458,000 | +1.1% | 10,149 | +4.7% | 0.14% | -25.3% |
| Q3 2020 | $453,000 | – | 9,694 | – | 0.19% | – |
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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% |