SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 326 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 2.23 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $308,359 | -80.8% | 10,313 | -80.2% | 0.13% | -82.7% |
| Q1 2023 | $1,605,853 | -1.4% | 52,003 | -7.3% | 0.76% | -17.3% |
| Q4 2022 | $1,628,931 | +13.2% | 56,112 | +9.2% | 0.92% | +12.0% |
| Q3 2022 | $1,439,000 | +172.0% | 51,408 | +221.1% | 0.82% | +144.5% |
| Q2 2022 | $529,000 | +54.7% | 16,011 | +77.0% | 0.34% | +48.2% |
| Q1 2022 | $342,000 | +1.2% | 9,046 | +12.7% | 0.23% | -16.0% |
| Q4 2021 | $338,000 | – | 8,027 | – | 0.27% | – |
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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% |