SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 176 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,233 | -4.0% | 1,360 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $49,192 | +16.1% | 1,360 | +6.7% | 0.01% | 0.0% |
| Q1 2023 | $42,381 | +6.8% | 1,275 | +200.0% | 0.01% | +12.5% |
| Q4 2022 | $39,674 | +7.2% | 425 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $37,000 | -5.1% | 425 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $39,000 | -17.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -6.0% | 425 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $50,000 | +11.1% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 425 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $45,000 | – | 425 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choate Investment Advisors | 961,359 | $102,125,000 | 6.52% |
| Sensible Financial Planning & Management, LLC. | 102,524 | $10,891,000 | 3.55% |
| RETIREMENT INCOME SOLUTIONS, INC | 71,469 | $7,592,000,000 | 2.54% |
| Investment Research & Advisory Group, Inc. | 5,100 | $2,202,000 | 1.45% |
| Stonehearth Capital Management, LLC | 25,051 | $2,661,000 | 1.38% |
| Portfolio Strategies, Inc. | 60,758 | $6,454,000 | 1.29% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 35,335 | $3,754,000 | 1.16% |
| LAKE STREET ADVISORS GROUP, LLC | 99,435 | $10,563,000 | 1.13% |
| JFG Wealth Management, LLC | 21,759 | $2,311,000 | 1.10% |
| Affinity Capital Advisors, LLC | 23,784 | $2,527,000 | 0.85% |