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 | $279 | -21.8% | 10,680 | -10.5% | 0.00% | 0.0% |
| Q2 2023 | $357 | +10.2% | 11,927 | +13.6% | 0.00% | 0.0% |
| Q1 2023 | $324 | -37.1% | 10,500 | -40.8% | 0.00% | -66.7% |
| Q4 2022 | $515 | -99.9% | 17,739 | +33.0% | 0.00% | +50.0% |
| Q3 2022 | $395,000 | -16.7% | 13,341 | -7.0% | 0.00% | -33.3% |
| Q2 2022 | $474,000 | -48.3% | 14,339 | -40.8% | 0.00% | -40.0% |
| Q1 2022 | $917,000 | -18.8% | 24,236 | -9.6% | 0.01% | -28.6% |
| Q4 2021 | $1,130,000 | -0.1% | 26,803 | -2.2% | 0.01% | -12.5% |
| Q3 2021 | $1,131,000 | -68.3% | 27,394 | -68.3% | 0.01% | -70.4% |
| Q2 2021 | $3,566,000 | +0.9% | 86,353 | -4.8% | 0.03% | -15.6% |
| Q1 2021 | $3,535,000 | -29.7% | 90,683 | -18.6% | 0.03% | -49.2% |
| Q4 2020 | $5,029,000 | +4.3% | 111,428 | +8.0% | 0.06% | -13.7% |
| Q3 2020 | $4,820,000 | +6.3% | 103,132 | +6.7% | 0.07% | -11.0% |
| Q2 2020 | $4,533,000 | +9.9% | 96,627 | +10.6% | 0.08% | -9.9% |
| Q1 2020 | $4,126,000 | +52.6% | 87,346 | +25.6% | 0.09% | +68.5% |
| Q4 2019 | $2,703,000 | +21.6% | 69,531 | +28.3% | 0.05% | +3.8% |
| Q3 2019 | $2,222,000 | +31.6% | 54,178 | +22.4% | 0.05% | +15.6% |
| Q2 2019 | $1,688,000 | +338.4% | 44,246 | +317.8% | 0.04% | +462.5% |
| Q1 2019 | $385,000 | – | 10,591 | – | 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% |