SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 257 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,445,000 | +11339.0% | 4,300,000 | +12861.6% | 0.02% | – |
| Q3 2022 | $983,000 | +14.3% | 33,175 | +27.5% | 0.00% | – |
| Q2 2022 | $860,000 | -64.5% | 26,017 | -23.2% | 0.00% | -100.0% |
| Q3 2015 | $2,424,000 | -53.4% | 33,894 | -55.5% | 0.00% | -50.0% |
| Q2 2015 | $5,198,000 | +1271.5% | 76,089 | +1409.7% | 0.00% | – |
| Q1 2015 | $379,000 | -62.5% | 5,040 | -67.0% | 0.00% | – |
| Q2 2014 | $1,012,000 | – | 15,262 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthsimple US, Ltd. | 542,598 | $24,487,000 | 13.39% |
| AllGen Financial Advisors, Inc. | 318,654 | $14,380,843 | 13.33% |
| Strategic Wealth Investment Group, LLC | 466,563 | $21,056,000 | 12.34% |
| SHEPHERD KAPLAN KROCHUK, LLC | 650,147 | $29,341,000 | 10.83% |
| IFS Advisors, LLC | 250,068 | $11,285,000 | 8.64% |
| Consolidated Planning Corp | 219,524 | $9,907,000 | 6.46% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,427,000 | $109,530,000 | 5.67% |
| ISLAY CAPITAL MANAGEMENT, LLC | 101,861 | $4,597,000 | 4.15% |
| First Heartland Consultants, Inc. | 486,653 | $21,963,000 | 3.65% |
| Genesee Capital Advisors, LLC | 100,618 | $4,540,000 | 2.97% |