SPDR SER TR's ticker is DWFI and the CUSIP is 78468R713. A total of 21 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $7,231,000 | -13.9% | 275,364 | -20.5% | 0.78% | -26.6% |
| Q3 2020 | $8,397,000 | +2.0% | 346,282 | -2.2% | 1.06% | -5.0% |
| Q2 2020 | $8,235,000 | +4.0% | 354,058 | -0.1% | 1.11% | -10.5% |
| Q1 2020 | $7,915,000 | -8.1% | 354,283 | -3.4% | 1.24% | +12.3% |
| Q4 2019 | $8,614,000 | -2.5% | 366,573 | -2.3% | 1.11% | -7.0% |
| Q3 2019 | $8,831,000 | -47.2% | 375,023 | -47.5% | 1.19% | -47.4% |
| Q2 2019 | $16,741,000 | -0.6% | 714,314 | -1.9% | 2.26% | -5.2% |
| Q1 2019 | $16,837,000 | +3.0% | 727,831 | -1.2% | 2.38% | -8.2% |
| Q4 2018 | $16,354,000 | -17.6% | 736,355 | -12.7% | 2.60% | +0.2% |
| Q3 2018 | $19,859,000 | +0.1% | 843,195 | +0.7% | 2.59% | -4.8% |
| Q2 2018 | $19,839,000 | +58.3% | 837,225 | +68.0% | 2.72% | +52.4% |
| Q1 2018 | $12,533,000 | +66.3% | 498,490 | +67.2% | 1.79% | +69.1% |
| Q4 2017 | $7,538,000 | – | 298,175 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prospera Financial Services Inc | 900,729 | $20,883,000 | 3.89% |
| ATWOOD & PALMER INC | 843,195 | $19,859,000 | 2.59% |
| Fortis Advisors, LLC | 83,749 | $1,972,000 | 1.11% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 62,861 | $1,481,000 | 0.96% |
| CALTON & ASSOCIATES, INC. | 88,990 | $2,096,000 | 0.62% |
| Private Advisory Group LLC | 13,063 | $300,000 | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 497,912 | $11,726,000 | 0.06% |
| Advisor Group, Inc. | 135,506 | $3,192,000 | 0.03% |
| Private Advisor Group, LLC | 46,732 | $1,101,000 | 0.02% |
| Belpointe Asset Management LLC | 5,849 | $138,000 | 0.02% |