SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 287 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $312,227 | +11.7% | 7,967 | 0.0% | 0.16% | +9.8% |
| Q3 2023 | $279,403 | -5.4% | 7,967 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $295,416 | +34.9% | 7,967 | +38.2% | 0.14% | +26.1% |
| Q1 2023 | $219,070 | +16.2% | 5,765 | +21.0% | 0.12% | +12.7% |
| Q4 2022 | $188,599 | +11.6% | 4,765 | 0.0% | 0.10% | +12.1% |
| Q3 2022 | $169,000 | -11.1% | 4,765 | 0.0% | 0.09% | -4.2% |
| Q2 2022 | $190,000 | -9.1% | 4,765 | 0.0% | 0.10% | +8.0% |
| Q1 2022 | $209,000 | +4.5% | 4,765 | +0.1% | 0.09% | +12.8% |
| Q4 2021 | $200,000 | +7.5% | 4,762 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $186,000 | +24.0% | 4,762 | +26.9% | 0.08% | +66.0% |
| Q2 2021 | $150,000 | +41.5% | 3,752 | +36.8% | 0.05% | +51.6% |
| Q1 2021 | $106,000 | +194.4% | 2,742 | +149.3% | 0.03% | +181.8% |
| Q4 2020 | $36,000 | – | 1,100 | – | 0.01% | – |
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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% |