SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 359 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $285,354 | -20.1% | 9,867 | -19.7% | 0.16% | -23.0% |
| Q4 2023 | $357,138 | +1.5% | 12,294 | +0.4% | 0.21% | -11.4% |
| Q3 2023 | $351,768 | -0.6% | 12,248 | -0.4% | 0.24% | +3.5% |
| Q2 2023 | $353,938 | -1.3% | 12,294 | +0.2% | 0.23% | -9.5% |
| Q1 2023 | $358,751 | +2.3% | 12,273 | +1.1% | 0.25% | -49.7% |
| Q4 2022 | $350,757 | -1.2% | 12,141 | -1.1% | 0.50% | +68.1% |
| Q3 2022 | $355,000 | +20.3% | 12,274 | +22.6% | 0.30% | +25.2% |
| Q2 2022 | $295,000 | +2.8% | 10,008 | +3.3% | 0.24% | +13.3% |
| Q1 2022 | $287,000 | – | 9,690 | – | 0.21% | – |
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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% |