SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,515,554 | +11.2% | 134,438 | +27.1% | 0.17% | +17.5% |
| Q2 2023 | $3,162,374 | +33.7% | 105,765 | +38.1% | 0.14% | -42.6% |
| Q1 2023 | $2,365,007 | +50.9% | 76,587 | +41.9% | 0.25% | +35.3% |
| Q4 2022 | $1,566,749 | -3.5% | 53,970 | -1.5% | 0.18% | -16.0% |
| Q3 2022 | $1,623,000 | +13.3% | 54,773 | +26.4% | 0.22% | +14.1% |
| Q2 2022 | $1,433,000 | – | 43,322 | – | 0.19% | – |
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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% |