SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 414 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,885 | -5.4% | 8,494 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $314,958 | +19.7% | 8,494 | +22.6% | 0.04% | +11.1% |
| Q1 2023 | $263,188 | +101910.9% | 6,926 | +6.2% | 0.04% | -5.3% |
| Q4 2022 | $258 | -99.8% | 6,522 | +47.1% | 0.04% | +46.2% |
| Q3 2022 | $157,000 | -48.2% | 4,435 | -41.6% | 0.03% | -44.7% |
| Q2 2022 | $303,000 | +9.0% | 7,598 | +20.2% | 0.05% | +9.3% |
| Q1 2022 | $278,000 | +15.4% | 6,323 | -0.7% | 0.04% | -14.0% |
| Q1 2019 | $241,000 | +11.1% | 6,370 | 0.0% | 0.05% | -3.8% |
| Q4 2018 | $217,000 | -4.8% | 6,370 | +4.4% | 0.05% | +10.6% |
| Q3 2018 | $228,000 | +0.4% | 6,100 | 0.0% | 0.05% | -4.1% |
| Q2 2018 | $227,000 | +4.1% | 6,100 | 0.0% | 0.05% | +2.1% |
| Q1 2018 | $218,000 | -42.8% | 6,100 | -40.2% | 0.05% | -40.7% |
| Q4 2017 | $381,000 | +4.1% | 10,195 | 0.0% | 0.08% | +1.2% |
| Q3 2017 | $366,000 | – | 10,195 | – | 0.08% | – |
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% |