SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,739 | -25.1% | 16,433 | -14.3% | 0.02% | -64.3% |
| Q2 2023 | $573,496 | -40.8% | 19,180 | -38.9% | 0.04% | -42.5% |
| Q1 2023 | $969,492 | -8.8% | 31,395 | -14.3% | 0.07% | -17.0% |
| Q4 2022 | $1,063,325 | -14.7% | 36,628 | -12.9% | 0.09% | -25.4% |
| Q3 2022 | $1,247,000 | -19.9% | 42,072 | -10.6% | 0.12% | -17.5% |
| Q2 2022 | $1,557,000 | -67.6% | 47,075 | -62.9% | 0.14% | -61.9% |
| Q1 2022 | $4,801,000 | -15.5% | 126,932 | -5.8% | 0.38% | -9.4% |
| Q4 2021 | $5,679,000 | – | 134,723 | – | 0.41% | – |
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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% |