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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $686 | +9.6% | 22,953 | +13.2% | 0.06% | +20.0% |
| Q1 2023 | $626 | -99.8% | 20,282 | +202.4% | 0.05% | +56.2% |
| Q4 2020 | $303,000 | -93.3% | 6,708 | -93.0% | 0.03% | -94.9% |
| Q3 2020 | $4,496,000 | -24.2% | 96,198 | -23.9% | 0.62% | -29.0% |
| Q2 2020 | $5,930,000 | +464.2% | 126,402 | +468.2% | 0.88% | +317.1% |
| Q1 2020 | $1,051,000 | -68.5% | 22,245 | -72.6% | 0.21% | -59.8% |
| Q3 2019 | $3,332,000 | +10.1% | 81,220 | +2.5% | 0.52% | +9.7% |
| Q2 2019 | $3,025,000 | +3634.6% | 79,274 | +2692.3% | 0.48% | -18.1% |
| Q4 2018 | $81,000 | +1925.0% | 2,839 | +2434.8% | 0.58% | +58000.0% |
| Q2 2018 | $4,000 | -99.7% | 112 | -99.6% | 0.00% | -99.7% |
| Q4 2017 | $1,167,000 | – | 31,894 | – | 0.30% | – |
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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% |