SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 359 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $287,363 | +22.9% | 9,892 | +21.5% | 0.11% | +5.6% |
| Q3 2023 | $233,781 | -0.2% | 8,140 | 0.0% | 0.11% | +3.8% |
| Q2 2023 | $234,351 | -1.5% | 8,140 | 0.0% | 0.10% | -5.5% |
| Q1 2023 | $237,932 | +11.5% | 8,140 | +10.2% | 0.11% | +6.8% |
| Q4 2022 | $213,382 | -26.4% | 7,386 | -26.3% | 0.10% | -33.1% |
| Q3 2022 | $290,000 | -0.7% | 10,021 | +1.0% | 0.15% | +3.4% |
| Q2 2022 | $292,000 | – | 9,919 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M. Kulyk & Associates, LLC | 1,687,803 | $51,748,000 | 19.32% |
| Municipal Employees' Retirement System of Michigan | 25,603,639 | $785,008,000 | 13.16% |
| Private Wealth Group, LLC | 572,369 | $17,549,000 | 12.53% |
| Nelson Capital Management, LLC | 1,466,605 | $44,966,000 | 9.62% |
| Better Money Decisions, LLC | 282,543 | $8,663,000 | 8.94% |
| Tempus Wealth Planning, LLC | 234,180 | $7,180,000 | 7.60% |
| Spectrum Planning & Advisory Services Inc. | 220,952 | $6,774,000 | 6.96% |
| Mach-1 Financial Group, LLC | 266,753 | $8,178,000 | 6.65% |
| Aries Wealth Management | 476,110 | $14,598,000 | 6.56% |
| LifeSteps Financial, Inc. | 246,446 | $7,556,000 | 6.31% |