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 | $2,407,626 | +6.9% | 68,652 | +13.0% | 0.00% | – |
| Q2 2023 | $2,252,832 | +98.9% | 60,756 | +103.8% | 0.00% | – |
| Q1 2023 | $1,132,742 | -44.7% | 29,809 | -42.4% | 0.00% | -100.0% |
| Q4 2022 | $2,049,848 | -61.8% | 51,790 | -65.8% | 0.00% | 0.0% |
| Q3 2022 | $5,369,000 | +503.9% | 151,360 | +579.6% | 0.00% | – |
| Q2 2022 | $889,000 | -61.9% | 22,271 | -58.1% | 0.00% | – |
| Q1 2022 | $2,336,000 | -19.0% | 53,140 | -22.5% | 0.00% | – |
| Q4 2021 | $2,884,000 | +209.4% | 68,592 | +187.9% | 0.00% | – |
| Q3 2021 | $932,000 | -59.2% | 23,823 | -59.9% | 0.00% | – |
| Q1 2021 | $2,285,000 | +29.1% | 59,360 | +10.5% | 0.00% | – |
| Q4 2020 | $1,770,000 | +47.5% | 53,728 | +22.7% | 0.00% | – |
| Q3 2020 | $1,200,000 | +29.0% | 43,779 | +31.1% | 0.00% | – |
| Q2 2020 | $930,000 | -73.3% | 33,399 | -76.4% | 0.00% | -100.0% |
| Q1 2020 | $3,480,000 | +242.5% | 141,461 | +449.4% | 0.00% | – |
| Q4 2019 | $1,016,000 | +28.3% | 25,749 | +23.4% | 0.00% | – |
| Q3 2019 | $792,000 | -86.5% | 20,858 | -86.5% | 0.00% | -100.0% |
| Q2 2019 | $5,885,000 | +105.3% | 154,716 | +83.9% | 0.00% | 0.0% |
| Q4 2018 | $2,867,000 | +133.5% | 84,151 | +155.4% | 0.00% | – |
| Q2 2018 | $1,228,000 | -19.1% | 32,943 | -22.4% | 0.00% | -100.0% |
| Q1 2018 | $1,518,000 | +58.8% | 42,474 | +66.3% | 0.00% | – |
| Q4 2017 | $956,000 | -9.0% | 25,544 | -15.3% | 0.00% | -100.0% |
| Q4 2016 | $1,051,000 | +164.1% | 30,148 | +160.0% | 0.00% | – |
| Q3 2016 | $398,000 | -57.3% | 11,594 | -58.4% | 0.00% | -100.0% |
| Q2 2016 | $933,000 | – | 27,840 | – | 0.00% | – |
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% |