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 | $1,700,738 | -68.0% | 65,038 | -63.5% | 0.60% | -69.4% |
| Q2 2023 | $5,320,545 | -5.6% | 177,945 | -2.5% | 1.95% | -10.3% |
| Q1 2023 | $5,636,598 | -8.0% | 182,532 | -13.5% | 2.18% | -14.9% |
| Q4 2022 | $6,127,543 | +109.3% | 211,076 | +113.7% | 2.56% | +79.1% |
| Q3 2022 | $2,928,000 | -19.8% | 98,782 | -10.3% | 1.43% | -18.8% |
| Q2 2022 | $3,650,000 | – | 110,146 | – | 1.76% | – |
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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% |