SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,469 | +5.1% | 34,815 | +8.0% | 0.57% | +5.3% |
| Q2 2023 | $912,250 | +15.4% | 32,246 | +18.0% | 0.54% | +9.0% |
| Q1 2023 | $790,713 | +25.8% | 27,322 | +22.8% | 0.50% | +20.6% |
| Q4 2022 | $628,527 | +1.0% | 22,257 | +0.6% | 0.41% | -6.1% |
| Q3 2022 | $622,000 | -14.9% | 22,127 | -10.7% | 0.44% | -8.3% |
| Q2 2022 | $731,000 | -17.1% | 24,788 | -9.9% | 0.48% | -0.6% |
| Q4 2021 | $882,000 | +3.0% | 27,518 | -2.6% | 0.48% | -2.2% |
| Q1 2021 | $856,000 | – | 28,260 | – | 0.49% | – |
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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% |