SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 269 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,839 | +30.3% | 16,208 | +49.0% | 0.31% | +33.0% |
| Q2 2023 | $325,192 | +14.7% | 10,876 | +18.5% | 0.23% | +8.5% |
| Q1 2023 | $283,417 | -11.1% | 9,178 | -16.4% | 0.21% | -12.4% |
| Q4 2022 | $318,633 | -7.9% | 10,976 | -6.0% | 0.24% | -11.7% |
| Q3 2022 | $346,000 | +2.4% | 11,672 | +14.2% | 0.27% | +5.8% |
| Q2 2022 | $338,000 | -66.3% | 10,219 | -61.4% | 0.26% | -63.7% |
| Q1 2022 | $1,002,000 | +18.0% | 26,491 | +31.4% | 0.71% | +20.0% |
| Q4 2021 | $849,000 | – | 20,153 | – | 0.59% | – |
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% |