SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,850,232 | -3.4% | 394,931 | +2.1% | 2.96% | +0.5% |
| Q2 2023 | $14,339,271 | -3.1% | 386,712 | -0.7% | 2.94% | -10.7% |
| Q1 2023 | $14,802,395 | +96578.2% | 389,537 | +0.7% | 3.29% | -10.6% |
| Q4 2022 | $15,311 | -99.9% | 386,837 | +1.2% | 3.68% | -2.8% |
| Q3 2022 | $13,553,000 | -10.9% | 382,102 | +0.2% | 3.79% | -10.3% |
| Q2 2022 | $15,212,000 | – | 381,151 | – | 4.23% | – |
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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% |