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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,157 | -2.4% | 106 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $3,236 | -17.3% | 104 | -22.4% | 0.00% | 0.0% |
| Q4 2022 | $3,912 | -60.9% | 134 | -61.2% | 0.00% | -62.5% |
| Q3 2022 | $10,000 | -37.5% | 345 | -27.2% | 0.01% | -33.3% |
| Q2 2022 | $16,000 | -11.1% | 474 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -40.0% | 473 | -32.5% | 0.01% | -33.3% |
| Q4 2021 | $30,000 | +3.4% | 701 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $29,000 | -69.8% | 700 | -69.8% | 0.02% | -69.5% |
| Q2 2021 | $96,000 | -43.2% | 2,321 | -46.5% | 0.06% | -46.4% |
| Q1 2021 | $169,000 | -83.5% | 4,342 | -80.9% | 0.11% | -84.1% |
| Q4 2020 | $1,027,000 | – | 22,764 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Investment Group, LLC | 1,411,264 | $59,485,000 | 15.47% |
| Frontier Asset Management, LLC | 354,755 | $14,953,000 | 11.02% |
| SHEPHERD KAPLAN KROCHUK, LLC | 619,260 | $26,102,000 | 9.40% |
| AllGen Financial Advisors, Inc. | 259,892 | $10,954,436 | 8.12% |
| Nan Shan Life Insurance Co., Ltd. | 9,256,900 | $390,178,000 | 5.92% |
| O'Brien Wealth Partners LLC | 402,098 | $15,855,000 | 5.50% |
| Intelligence Driven Advisers, LLC | 678,987 | $27,506,000 | 5.05% |
| ISLAY CAPITAL MANAGEMENT, LLC | 149,369 | $6,296,000 | 4.76% |
| Tradewinds Capital Management, LLC | 529,194 | $22,306,000 | 3.42% |
| S. R. Schill & Associates | 161,290 | $6,798,000 | 2.71% |