SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,138 | -15.1% | 555 | -20.1% | 0.01% | -30.0% |
| Q4 2022 | $20,176 | -3.9% | 695 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $21,000 | -22.2% | 695 | -13.9% | 0.01% | -26.7% |
| Q2 2022 | $27,000 | -10.0% | 807 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $30,000 | -11.8% | 807 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $34,000 | +3.0% | 807 | 0.0% | 0.02% | -19.0% |
| Q3 2021 | $33,000 | 0.0% | 807 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $33,000 | -35.3% | 807 | -38.3% | 0.02% | -46.3% |
| Q1 2021 | $51,000 | -55.3% | 1,308 | -48.1% | 0.04% | -61.3% |
| Q4 2020 | $114,000 | – | 2,519 | – | 0.11% | – |
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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% |