SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $232,000 | -52.4% | 8,243 | -41.9% | 0.13% | -49.6% |
| Q2 2022 | $487,000 | +11.2% | 14,198 | +9.3% | 0.26% | +5.7% |
| Q1 2022 | $438,000 | -18.1% | 12,990 | -4.2% | 0.24% | -51.4% |
| Q4 2021 | $535,000 | +67.2% | 13,561 | +79.7% | 0.50% | +71.3% |
| Q3 2021 | $320,000 | -17.1% | 7,546 | -16.4% | 0.29% | +248.8% |
| Q2 2021 | $386,000 | +15.9% | 9,024 | +23.4% | 0.08% | -38.2% |
| Q3 2020 | $333,000 | – | 7,311 | – | 0.14% | – |
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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% |