SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,802 | +0.3% | 136,920 | +6.0% | 0.02% | +5.9% |
| Q2 2023 | $4,789 | +13.1% | 129,152 | +15.9% | 0.02% | 0.0% |
| Q1 2023 | $4,236 | +18.1% | 111,464 | +23.0% | 0.02% | +21.4% |
| Q4 2022 | $3,587 | -99.9% | 90,630 | +4.7% | 0.01% | +7.7% |
| Q3 2022 | $3,072,000 | +14.9% | 86,600 | +31.2% | 0.01% | +8.3% |
| Q2 2022 | $2,673,000 | -50.0% | 65,982 | -45.7% | 0.01% | -47.8% |
| Q1 2022 | $5,343,000 | +11.5% | 121,566 | +6.7% | 0.02% | +21.1% |
| Q4 2021 | $4,791,000 | +95.8% | 113,931 | +82.1% | 0.02% | +90.0% |
| Q3 2021 | $2,447,000 | +1.9% | 62,559 | +4.5% | 0.01% | -9.1% |
| Q2 2021 | $2,401,000 | +22.4% | 59,883 | +17.5% | 0.01% | +10.0% |
| Q1 2021 | $1,962,000 | +23.9% | 50,954 | +5.9% | 0.01% | +25.0% |
| Q4 2020 | $1,584,000 | -3.6% | 48,099 | -19.8% | 0.01% | -11.1% |
| Q3 2020 | $1,643,000 | -27.0% | 59,978 | -25.8% | 0.01% | -35.7% |
| Q2 2020 | $2,250,000 | +22.2% | 80,802 | +8.0% | 0.01% | -6.7% |
| Q1 2020 | $1,841,000 | -23.5% | 74,848 | +22.8% | 0.02% | -6.2% |
| Q4 2019 | $2,405,000 | +10.0% | 60,936 | +5.8% | 0.02% | 0.0% |
| Q3 2019 | $2,187,000 | +30.7% | 57,577 | +30.9% | 0.02% | +23.1% |
| Q2 2019 | $1,673,000 | +0.1% | 43,987 | -0.4% | 0.01% | -7.1% |
| Q1 2019 | $1,672,000 | +18.2% | 44,178 | +6.5% | 0.01% | 0.0% |
| Q4 2018 | $1,414,000 | – | 41,494 | – | 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% |