SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,347,446 | +113.7% | 204,491 | +144.3% | 2.51% | +123.6% |
| Q2 2023 | $2,502,779 | +17.9% | 83,705 | +21.7% | 1.12% | +10.4% |
| Q1 2023 | $2,123,401 | -9.8% | 68,763 | -15.2% | 1.02% | -11.6% |
| Q4 2022 | $2,353,143 | +21.9% | 81,059 | +24.5% | 1.15% | -0.8% |
| Q3 2022 | $1,930,000 | +514.6% | 65,123 | +586.6% | 1.16% | +525.4% |
| Q2 2022 | $314,000 | – | 9,485 | – | 0.18% | – |
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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% |