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 | $336,995 | -16.5% | 12,887 | -4.5% | 0.34% | -13.2% |
| Q2 2023 | $403,441 | -14.2% | 13,493 | -11.4% | 0.39% | -17.6% |
| Q1 2023 | $470,024 | +18.5% | 15,221 | +11.4% | 0.48% | +13.0% |
| Q4 2022 | $396,753 | – | 13,667 | +151755.6% | 0.42% | – |
| Q2 2022 | $0 | -100.0% | 9 | -99.9% | 0.00% | -100.0% |
| Q4 2021 | $321,000 | – | 7,662 | – | 0.28% | – |
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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% |