SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 249 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,413,295 | +223.6% | 92,287 | +270.0% | 0.03% | +262.5% |
| Q2 2023 | $745,818 | -3.6% | 24,944 | -0.4% | 0.01% | -20.0% |
| Q1 2023 | $773,482 | -0.0% | 25,048 | -6.0% | 0.01% | -63.0% |
| Q4 2022 | $773,722 | +19.6% | 26,653 | +22.2% | 0.03% | +3.8% |
| Q3 2022 | $647,000 | -9.3% | 21,819 | +1.2% | 0.03% | -10.3% |
| Q2 2022 | $713,000 | -1.2% | 21,570 | +12.9% | 0.03% | +16.0% |
| Q1 2022 | $722,000 | +114.9% | 19,102 | +139.7% | 0.02% | +127.3% |
| Q4 2021 | $336,000 | – | 7,970 | +79600.0% | 0.01% | – |
| Q2 2020 | $0 | -100.0% | 10 | -28.6% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 14 | -83.1% | 0.00% | – |
| Q4 2019 | $3,000 | – | 83 | – | 0.00% | – |
Download | ||||||
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% |