SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 347 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,966 | -23.1% | 344 | -23.2% | 0.00% | -20.0% |
| Q1 2024 | $12,956 | -0.4% | 448 | 0.0% | 0.01% | -16.7% |
| Q4 2023 | $13,014 | -8.9% | 448 | -8.4% | 0.01% | -33.3% |
| Q1 2023 | $14,293 | +42.9% | 489 | +46.4% | 0.01% | +12.5% |
| Q1 2022 | $10,000 | 0.0% | 334 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $10,000 | – | 334 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destiny Capital Corp/CO | 758,907 | $21,947,578 | 18.06% |
| MFA WEALTH ADVISORS, LLC | 1,144,894 | $33,075,998 | 11.98% |
| Tilson Financial Group, Inc. | 484,145 | $13,987 | 11.91% |
| Coulter & Justus Financial Services, LLC | 498,890 | $14,412,932 | 9.79% |
| First Affirmative Financial Network | 248,431 | $7,177,176 | 8.69% |
| Better Money Decisions, LLC | 270,803 | $7,823,502 | 6.78% |
| SENTINEL PENSION ADVISORS INC. | 700,343 | $20,232,919 | 6.35% |
| THEORY FINANCIAL LLC | 298,995 | $8,637,966 | 5.72% |
| GM Advisory Group, LLC | 1,806,528 | $52,190,604 | 5.57% |
| Meridian Financial Partners LLC | 160,954 | $4,689 | 5.27% |