SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,599 | -6.4% | 10,701 | -3.9% | 0.27% | -2.5% |
| Q2 2023 | $314,896 | -3.1% | 11,131 | -0.9% | 0.28% | -2.5% |
| Q1 2023 | $325,025 | +63881.3% | 11,231 | -37.6% | 0.28% | -37.3% |
| Q4 2022 | $508 | -99.9% | 18,003 | -1.6% | 0.45% | -0.9% |
| Q3 2022 | $515,000 | -5.3% | 18,303 | -0.8% | 0.45% | -0.2% |
| Q2 2022 | $544,000 | -9.9% | 18,453 | -7.5% | 0.46% | 0.0% |
| Q1 2022 | $604,000 | -26.0% | 19,953 | -21.6% | 0.46% | -24.8% |
| Q4 2021 | $816,000 | -6.5% | 25,462 | -5.7% | 0.60% | -7.8% |
| Q3 2021 | $873,000 | -19.7% | 27,009 | -19.5% | 0.66% | -17.3% |
| Q2 2021 | $1,087,000 | – | 33,560 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 734,098 | $20,731 | 11.64% |
| Boyd Wealth Management, LLC | 498,103 | $14,066,423 | 10.33% |
| O'Brien Wealth Partners LLC | 773,779 | $21,851,526 | 8.68% |
| Beacon Bridge Wealth Partners, LLC | 374,134 | $10,565,544 | 7.68% |
| Onyx Bridge Wealth Group LLC | 635,812 | $18,254,166 | 7.42% |
| Flagstone Financial Management | 414,433 | $11,703,600 | 7.13% |
| US FINANCIAL ADVISORS, LLC | 465,021 | $13,132,203 | 6.59% |
| S. R. Schill & Associates | 450,444 | $12,720,534 | 6.34% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,761,609 | $49,747,838 | 5.66% |
| Municipal Employees' Retirement System of Michigan | 10,499,797 | $296,514 | 4.79% |