SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $50,477 | +11.7% | 1,288 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $45,170 | -5.4% | 1,288 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,759 | -12.6% | 1,288 | -10.4% | 0.00% | -20.0% |
| Q1 2023 | $54,644 | -4.0% | 1,438 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $56,916 | +11.6% | 1,438 | 0.0% | 0.01% | -28.6% |
| Q3 2022 | $51,000 | -10.5% | 1,438 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | +11.8% | 1,438 | +24.3% | 0.01% | +40.0% |
| Q1 2022 | $51,000 | +4.1% | 1,157 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $49,000 | +8.9% | 1,157 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $45,000 | -2.2% | 1,157 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | +2.2% | 1,157 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $45,000 | +18.4% | 1,157 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $38,000 | -37.7% | 1,157 | -48.2% | 0.01% | -37.5% |
| Q3 2020 | $61,000 | +29.8% | 2,232 | +32.6% | 0.01% | +14.3% |
| Q2 2020 | $47,000 | +14.6% | 1,683 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $41,000 | -36.9% | 1,683 | +2.1% | 0.01% | -22.2% |
| Q4 2019 | $65,000 | +282.4% | 1,649 | +266.4% | 0.01% | +200.0% |
| Q3 2019 | $17,000 | – | 450 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRUDENT INVESTORS NETWORK, INC. | 302,195 | $11,924,000 | 10.58% |
| Stewardship Advisors, LLC | 224,133 | $8,844,000 | 5.56% |
| TPG Financial Advisors, LLC | 161,789 | $6,384,000 | 5.26% |
| MFA WEALTH ADVISORS, LLC | 174,122 | $6,874,000 | 4.99% |
| Financial Planning & Information Services, Inc. | 232,424 | $9,171,000 | 3.65% |
| Traverso Chambers Private Wealth Management, LLC | 177,250 | $6,994,000 | 2.97% |
| FSA Wealth Management LLC | 105,615 | $4,168,000 | 2.94% |
| Mokosak Advisory Group, LLC | 100,043 | $3,954,000 | 2.39% |
| Aurora Private Wealth, Inc. | 152,928 | $6,035,000 | 2.14% |
| NorthRock Partners, LLC | 999,044 | $39,422,000 | 2.08% |