SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 233 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,834 | +76580.0% | 139,264 | +80867.4% | 1.37% | +68200.0% |
| Q2 2023 | $5 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5 | -99.9% | 172 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -92.3% | 172 | -92.2% | 0.00% | -92.9% |
| Q2 2022 | $65,000 | -31.6% | 2,192 | -30.1% | 0.03% | -17.6% |
| Q1 2022 | $95,000 | -10.4% | 3,135 | -5.3% | 0.03% | -8.1% |
| Q4 2021 | $106,000 | -27.4% | 3,312 | -26.6% | 0.04% | -35.1% |
| Q3 2021 | $146,000 | +192.0% | 4,511 | +189.4% | 0.06% | +185.0% |
| Q2 2021 | $50,000 | +92.3% | 1,559 | +95.1% | 0.02% | +53.8% |
| Q1 2021 | $26,000 | 0.0% | 799 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $26,000 | -3.7% | 799 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $27,000 | +170.0% | 799 | +154.5% | 0.02% | +128.6% |
| Q2 2020 | $10,000 | – | 314 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 734,098 | $20,731 | 11.64% |
| Boyd Wealth Management, LLC | 498,103 | $14,066,423 | 10.33% |
| O'Brien Wealth Partners LLC | 773,779 | $21,851,526 | 8.68% |
| Beacon Bridge Wealth Partners, LLC | 374,134 | $10,565,544 | 7.68% |
| Onyx Bridge Wealth Group LLC | 635,812 | $18,254,166 | 7.42% |
| Flagstone Financial Management | 414,433 | $11,703,600 | 7.13% |
| US FINANCIAL ADVISORS, LLC | 465,021 | $13,132,203 | 6.59% |
| S. R. Schill & Associates | 450,444 | $12,720,534 | 6.34% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,761,609 | $49,747,838 | 5.66% |
| Municipal Employees' Retirement System of Michigan | 10,499,797 | $296,514 | 4.79% |