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 | $606,628 | +58.5% | 23,198 | +81.2% | 0.01% | +50.0% |
| Q2 2023 | $382,701 | +16.4% | 12,800 | +20.2% | 0.01% | +14.3% |
| Q1 2023 | $328,890 | +12.8% | 10,651 | +6.0% | 0.01% | 0.0% |
| Q4 2022 | $291,641 | +33.8% | 10,046 | +36.6% | 0.01% | +40.0% |
| Q3 2022 | $218,000 | -7.6% | 7,354 | +3.2% | 0.01% | -16.7% |
| Q2 2022 | $236,000 | -9.6% | 7,129 | +3.1% | 0.01% | +20.0% |
| Q1 2022 | $261,000 | -12.7% | 6,913 | -2.5% | 0.01% | -16.7% |
| Q4 2021 | $299,000 | +2.7% | 7,089 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $291,000 | +4.7% | 7,044 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $278,000 | -21.2% | 6,731 | -25.8% | 0.01% | -33.3% |
| Q1 2021 | $353,000 | +26.5% | 9,067 | +46.6% | 0.01% | +28.6% |
| Q4 2020 | $279,000 | +24.0% | 6,184 | +28.4% | 0.01% | 0.0% |
| Q3 2020 | $225,000 | – | 4,815 | – | 0.01% | – |
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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% |