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 | $471 | -88.2% | 18 | -82.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -20.0% | 100 | -25.4% | 0.00% | – |
| Q1 2021 | $5,000 | -50.0% | 134 | -39.1% | 0.00% | – |
| Q4 2020 | $10,000 | +66.7% | 220 | +83.3% | 0.00% | – |
| Q3 2020 | $6,000 | -85.0% | 120 | -86.1% | 0.00% | – |
| Q2 2020 | $40,000 | -2.4% | 861 | 0.0% | 0.00% | – |
| Q1 2020 | $41,000 | +24.2% | 861 | 0.0% | 0.00% | – |
| Q4 2019 | $33,000 | -5.7% | 861 | 0.0% | 0.00% | – |
| Q3 2019 | $35,000 | +600.0% | 861 | +617.5% | 0.00% | – |
| Q2 2019 | $5,000 | +25.0% | 120 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | – | 120 | – | 0.00% | – |
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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% |