SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 259 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $60,611 | +102.0% | 2,098 | +100.0% | 0.01% | -10.0% |
| Q3 2022 | $30,000 | -99.9% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,893,000 | +96440.6% | 1,049 | -3.5% | 0.01% | +11.1% |
| Q1 2022 | $32,000 | -3.0% | 1,087 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $33,000 | -2.9% | 1,087 | -2.0% | 0.01% | -7.7% |
| Q2 2021 | $34,000 | – | 1,109 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaStar Capital Management, LLC | 2,084,380 | $61,656,000 | 19.69% |
| Stonehearth Capital Management, LLC | 493,893 | $14,609,000 | 12.34% |
| TPG Financial Advisors, LLC | 329,099 | $9,735,000 | 10.56% |
| Strategic Wealth Partners, Ltd. | 205,708 | $15,969,000 | 8.06% |
| Boston Standard Wealth Management, LLC | 240,759 | $7,122,000,000 | 4.24% |
| Brouwer & Janachowski, LLC | 760,707 | $22,502,000 | 4.23% |
| Willow Creek Wealth Management Inc. | 247,608 | $7,324,000 | 3.89% |
| CAPE COD FIVE CENTS SAVINGS BANK | 756,918 | $22,390,000 | 3.71% |
| S. R. Schill & Associates | 144,459 | $4,273,000 | 3.00% |
| Focused Wealth Management, Inc | 297,088 | $8,788,000 | 3.00% |