SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $766,000 | -33.5% | 17,433 | -36.4% | 0.83% | +7.5% |
| Q4 2021 | $1,152,000 | +12.4% | 27,392 | +4.5% | 0.77% | +22.0% |
| Q3 2021 | $1,025,000 | +108.8% | 26,214 | +113.9% | 0.63% | -32.8% |
| Q2 2021 | $491,000 | -80.6% | 12,258 | -81.4% | 0.94% | -50.4% |
| Q1 2021 | $2,534,000 | -10.3% | 65,818 | -23.2% | 1.89% | -13.1% |
| Q4 2020 | $2,824,000 | – | 85,731 | – | 2.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 156,843 | $5,338,000 | 5.34% |
| Mokosak Advisory Group, LLC | 98,534 | $3,362,000 | 2.61% |
| WRAPMANAGER INC | 136,266 | $4,643,000 | 1.65% |
| Financial Planning & Information Services, Inc. | 83,742 | $2,853,000 | 1.41% |
| DFPG INVESTMENTS, LLC | 29,646 | $1,010,000 | 1.34% |
| Valtinson Bruner Financial Planning LLC | 32,893 | $1,121,000 | 1.17% |
| ERn Financial, LLC | 29,025 | $989,000 | 0.89% |
| Alliance Wealth Management Group | 40,315 | $1,374,000 | 0.82% |
| Sapphire Star Partners LP | 14,769 | $503,000 | 0.67% |
| Barber Financial Group, Inc. | 88,593 | $3,018,000 | 0.65% |