SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,665,070 | +300.3% | 60,482 | +309.1% | 0.00% | – |
| Q3 2022 | $416,000 | -5.0% | 14,783 | -0.5% | 0.00% | – |
| Q2 2022 | $438,000 | -13.1% | 14,853 | -10.7% | 0.00% | – |
| Q1 2022 | $504,000 | -11.1% | 16,638 | -5.9% | 0.00% | – |
| Q4 2021 | $567,000 | -3.6% | 17,678 | -2.8% | 0.00% | – |
| Q3 2021 | $588,000 | -3.0% | 18,178 | -2.8% | 0.00% | – |
| Q2 2021 | $606,000 | -10.2% | 18,707 | -11.1% | 0.00% | – |
| Q1 2021 | $675,000 | -8.0% | 21,032 | -5.3% | 0.00% | – |
| Q4 2020 | $734,000 | -10.0% | 22,208 | -9.5% | 0.00% | – |
| Q3 2020 | $816,000 | -4.7% | 24,548 | -4.8% | 0.00% | – |
| Q2 2020 | $856,000 | -5.9% | 25,779 | -6.2% | 0.00% | -100.0% |
| Q1 2020 | $910,000 | – | 27,469 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 803,295 | $22,114,711 | 13.22% |
| Leicht Financial Planning & Wealth Management, Inc. | 760,277 | $20,930,429 | 12.92% |
| Arcadia Wealth Management, LLC | 566,055 | $15,583,489 | 12.16% |
| Hibernia Wealth Partners, LLC | 459,881 | $12,660,509 | 9.80% |
| O'Brien Wealth Partners LLC | 1,146,596 | $31,565,795 | 9.05% |
| Astoria Portfolio Advisors LLC. | 648,121 | $17,674,260 | 8.53% |
| SENTINEL PENSION ADVISORS INC | 1,139,074 | $31,358,706 | 7.64% |
| Flagstone Financial Management | 547,368 | $15,069,034 | 6.89% |
| S. R. Schill & Associates | 456,999 | $12,581,178 | 6.11% |
| RFP Financial Group LLC | 438,574 | $12,073,886 | 5.31% |