SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 166 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $353,767 | +4.2% | 7,932 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $339,489 | +10.3% | 7,932 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $307,840 | +11.7% | 7,932 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $275,478 | -4.0% | 7,932 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $286,900 | +8.8% | 7,932 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $263,659 | +106644.5% | 7,932 | +200.0% | 0.01% | 0.0% |
| Q4 2022 | $247 | -99.9% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $230,000 | -5.7% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $244,000 | -17.0% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $294,000 | -5.5% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $311,000 | +10.7% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $281,000 | 0.0% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $281,000 | +8.1% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $260,000 | +5.7% | 2,644 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $246,000 | – | 2,644 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | 2,499,796 | $97,017,083 | 56.52% |
| Sensible Financial Planning & Management, LLC. | 424,007 | $16,456 | 3.86% |
| Choate Investment Advisors | 2,771,800 | $107,573,546 | 3.33% |
| RETIREMENT INCOME SOLUTIONS, INC | 294,277 | $11,420,890 | 2.84% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 189,219 | $7,343,589 | 1.90% |
| Stonehearth Capital Management, LLC | 82,197 | $3,190,084 | 1.57% |
| Oxler Private Wealth LLC | 39,481 | $1,532,260 | 1.27% |
| Gemmer Asset Management LLC | 252,237 | $9,789,302 | 1.20% |
| Boyd Wealth Management, LLC | 34,982 | $1,357,651 | 0.84% |
| Milestone Investment Advisors LLC | 74,866 | $2,905,550 | 0.84% |