SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,472 | -60.5% | 171 | -54.9% | 0.00% | -66.7% |
| Q2 2023 | $11,332 | +108.5% | 379 | +115.3% | 0.00% | +50.0% |
| Q1 2023 | $5,435 | +5.3% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,160 | -21.2% | 176 | -24.8% | 0.00% | 0.0% |
| Q3 2022 | $6,550 | +12.5% | 234 | +33.0% | 0.00% | 0.0% |
| Q2 2022 | $5,820 | -12.6% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,656 | -58.6% | 176 | -53.9% | 0.00% | -60.0% |
| Q4 2021 | $16,075 | +0.1% | 382 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $16,059 | +1.8% | 382 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $15,777 | -33.3% | 382 | -37.1% | 0.01% | -41.7% |
| Q1 2021 | $23,661 | -28.3% | 607 | -17.0% | 0.01% | -40.0% |
| Q4 2020 | $32,990 | – | 731 | – | 0.02% | – |
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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% |