SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,346,715 | -1.9% | 358,390 | -1.7% | 1.20% | -8.3% |
| Q1 2024 | $10,542,013 | -0.8% | 364,523 | -0.4% | 1.31% | -12.0% |
| Q4 2023 | $10,629,717 | -8.9% | 365,911 | -9.9% | 1.49% | -30.2% |
| Q3 2023 | $11,664,199 | -2.2% | 406,135 | -2.0% | 2.13% | +1.2% |
| Q2 2023 | $11,927,729 | +0.6% | 414,301 | +2.2% | 2.11% | -18.2% |
| Q1 2023 | $11,851,676 | +20.9% | 405,463 | +19.5% | 2.58% | +21.8% |
| Q4 2022 | $9,805,506 | +71.4% | 339,408 | +71.5% | 2.11% | +32.7% |
| Q3 2022 | $5,722,000 | – | 197,942 | – | 1.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M. Kulyk & Associates, LLC | 1,687,803 | $51,748,000 | 19.32% |
| Municipal Employees' Retirement System of Michigan | 25,603,639 | $785,008,000 | 13.16% |
| Private Wealth Group, LLC | 572,369 | $17,549,000 | 12.53% |
| Nelson Capital Management, LLC | 1,466,605 | $44,966,000 | 9.62% |
| Better Money Decisions, LLC | 282,543 | $8,663,000 | 8.94% |
| Tempus Wealth Planning, LLC | 234,180 | $7,180,000 | 7.60% |
| Spectrum Planning & Advisory Services Inc. | 220,952 | $6,774,000 | 6.96% |
| Mach-1 Financial Group, LLC | 266,753 | $8,178,000 | 6.65% |
| Aries Wealth Management | 476,110 | $14,598,000 | 6.56% |
| LifeSteps Financial, Inc. | 246,446 | $7,556,000 | 6.31% |