SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 179 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,172 | -25.0% | 22,454 | -14.2% | 0.08% | -24.8% |
| Q2 2023 | $782,872 | -9.3% | 26,183 | -6.3% | 0.11% | -18.1% |
| Q1 2023 | $863,127 | +21.5% | 27,951 | +14.2% | 0.14% | +11.3% |
| Q4 2022 | $710,306 | +5.5% | 24,468 | +64.0% | 0.12% | -36.4% |
| Q4 2020 | $673,000 | +76.2% | 14,921 | +82.5% | 0.20% | +36.4% |
| Q3 2020 | $382,000 | +54.7% | 8,175 | +55.0% | 0.14% | +33.6% |
| Q2 2020 | $247,000 | -21.3% | 5,273 | -20.6% | 0.11% | -43.4% |
| Q1 2020 | $314,000 | +35.9% | 6,639 | +11.5% | 0.19% | +56.2% |
| Q4 2019 | $231,000 | – | 5,955 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 457,283 | $18,881,197 | 15.41% |
| Strategic Wealth Investment Group, LLC | 1,198,920 | $49,502,000 | 14.79% |
| SHEPHERD KAPLAN KROCHUK, LLC | 516,301 | $21,318,000 | 7.83% |
| Intelligence Driven Advisers, LLC | 661,211 | $27,169,000 | 6.10% |
| O'Brien Wealth Partners LLC | 383,012 | $15,738,000 | 5.50% |
| Friedenthal Financial | 104,828 | $8,398,000 | 4.97% |
| Tradewinds Capital Management, LLC | 656,653 | $27,113,000 | 4.60% |
| SageGuard Financial Group, LLC | 6,519 | $269,000 | 4.22% |
| TECTONIC ADVISORS LLC | 384,300 | $15,868,000 | 3.11% |
| Nan Shan Life Insurance Co., Ltd. | 4,298,000 | $177,464,000 | 2.96% |