LPL Financial LLC - SPDR SER TR ownership

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
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$22,097,355
-23.6%
636,261
-20.5%
0.02%
-28.6%
Q2 2023$28,930,978
+5.6%
799,861
-3.0%
0.02%0.0%
Q1 2023$27,397,383
-26.0%
824,229
+107.8%
0.02%
-34.4%
Q4 2022$37,025,069
+11.5%
396,626
+4.1%
0.03%0.0%
Q3 2022$33,217,000
+8.3%
381,151
+14.6%
0.03%
+10.3%
Q2 2022$30,665,000
-14.4%
332,453
+3.1%
0.03%
-6.5%
Q1 2022$35,810,000
+49.5%
322,552
+58.5%
0.03%
+55.0%
Q4 2021$23,948,000
+38.2%
203,467
+24.7%
0.02%
+25.0%
Q3 2021$17,328,000
+9.7%
163,121
+9.6%
0.02%0.0%
Q2 2021$15,801,000
-21.2%
148,873
-27.1%
0.02%
-30.4%
Q1 2021$20,060,000
+6.2%
204,260
+0.5%
0.02%
-4.2%
Q4 2020$18,891,000
+52.5%
203,168
+37.0%
0.02%
+26.3%
Q3 2020$12,385,000
+105.1%
148,270
+87.4%
0.02%
+72.7%
Q2 2020$6,038,000
+27.7%
79,129
+6.9%
0.01%
+10.0%
Q1 2020$4,728,000
+38.9%
74,040
+71.5%
0.01%
+66.7%
Q4 2019$3,405,000
+171.7%
43,166
+150.3%
0.01%
+100.0%
Q3 2019$1,253,000
+24.9%
17,247
+23.0%
0.00%
+50.0%
Q2 2019$1,003,000
-25.0%
14,019
-28.5%
0.00%
-33.3%
Q1 2019$1,337,000
-27.7%
19,599
-35.5%
0.00%
-40.0%
Q4 2018$1,850,000
-10.6%
30,364
+3.7%
0.01%0.0%
Q3 2018$2,069,000
+32.5%
29,290
+23.4%
0.01%
+25.0%
Q2 2018$1,562,000
+6.7%
23,737
+4.4%
0.00%0.0%
Q1 2018$1,464,000
+22.2%
22,729
+22.9%
0.00%0.0%
Q4 2017$1,198,000
+55.0%
18,495
+45.8%
0.00%
+33.3%
Q3 2017$773,000
+19.5%
12,686
+15.3%
0.00%
+50.0%
Q2 2017$647,000
+28.9%
11,004
+24.8%
0.00%
-33.3%
Q1 2017$502,0008,8170.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Svenska Handelsbanken AB (publ) 157,657$5,47585.57%
Windmill Hill Asset Management Ltd 3,773,666$131,059,42056.82%
Sensible Financial Planning & Management, LLC. 433,618$15,0603.79%
Choate Investment Advisors 2,768,114$96,136,6033.77%
RETIREMENT INCOME SOLUTIONS, INC 298,613$10,370,8292.90%
GOULD ASSET MANAGEMENT LLC /CA/ 169,989$5,903,7181.67%
Stonehearth Capital Management, LLC 84,267$2,926,6091.60%
Gemmer Asset Management LLC 215,180$7,473,2191.01%
Fortis Capital Management LLC 77,123$2,678,4890.83%
Investment Research & Advisory Group, Inc. 3,375$1,442,7450.82%
View complete list of SPDR SER TR shareholders