SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 326 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 2.23 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $847,626 | -7.7% | 32,414 | +5.6% | 0.34% | -2.0% |
| Q2 2023 | $918,050 | -3.7% | 30,704 | -0.5% | 0.35% | -6.7% |
| Q1 2023 | $953,235 | -2.0% | 30,869 | -7.9% | 0.37% | -7.5% |
| Q4 2022 | $972,737 | +3.5% | 33,508 | +5.6% | 0.40% | -8.6% |
| Q3 2022 | $940,000 | -20.5% | 31,722 | -11.4% | 0.44% | -14.7% |
| Q2 2022 | $1,183,000 | +5.0% | 35,786 | +20.1% | 0.52% | +24.0% |
| Q1 2022 | $1,127,000 | +75.3% | 29,806 | +95.3% | 0.42% | +80.1% |
| Q4 2021 | $643,000 | +54.9% | 15,260 | +51.9% | 0.23% | +45.3% |
| Q3 2021 | $415,000 | – | 10,046 | – | 0.16% | – |
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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% |