SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 73 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,201,623 | +9.5% | 122,433 | +25.1% | 0.11% | +3.9% |
| Q2 2023 | $2,925,177 | -3.5% | 97,832 | -0.3% | 0.10% | -6.4% |
| Q1 2023 | $3,029,946 | +83.5% | 98,120 | +108.3% | 0.11% | -2.7% |
| Q4 2018 | $1,651,000 | +2.9% | 47,109 | -0.7% | 0.11% | +19.1% |
| Q3 2018 | $1,604,000 | -3.7% | 47,445 | -0.2% | 0.09% | -5.1% |
| Q2 2018 | $1,666,000 | +1.1% | 47,561 | +1.3% | 0.10% | -5.7% |
| Q1 2018 | $1,648,000 | +26.3% | 46,941 | +31.6% | 0.10% | +28.0% |
| Q4 2017 | $1,305,000 | – | 35,676 | – | 0.08% | – |
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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% |