SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 170 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,068,615 | +5.8% | 117,150 | +10.2% | 0.73% | +13.1% |
| Q2 2023 | $3,846,080 | +11.9% | 106,333 | +2.9% | 0.65% | -1.1% |
| Q1 2023 | $3,435,617 | +8.5% | 103,358 | +204.7% | 0.66% | -1.5% |
| Q4 2022 | $3,166,788 | -1.0% | 33,924 | -7.6% | 0.67% | -7.2% |
| Q3 2022 | $3,199,000 | -0.9% | 36,712 | +4.9% | 0.72% | +13.2% |
| Q2 2022 | $3,229,000 | -16.9% | 35,009 | -0.0% | 0.63% | +0.8% |
| Q1 2022 | $3,888,000 | -4.1% | 35,017 | +1.7% | 0.63% | -4.7% |
| Q4 2021 | $4,054,000 | +25.2% | 34,445 | +13.0% | 0.66% | +16.2% |
| Q3 2021 | $3,239,000 | +10.4% | 30,490 | +10.2% | 0.57% | +10.3% |
| Q2 2021 | $2,935,000 | +12.0% | 27,656 | +3.6% | 0.52% | +3.4% |
| Q1 2021 | $2,621,000 | +11.0% | 26,692 | +5.1% | 0.50% | +6.2% |
| Q4 2020 | $2,361,000 | +51.1% | 25,392 | +35.7% | 0.47% | +31.4% |
| Q3 2020 | $1,563,000 | +171.8% | 18,712 | +148.3% | 0.36% | +153.2% |
| Q2 2020 | $575,000 | +858.3% | 7,537 | +895.6% | 0.14% | +907.1% |
| Q4 2019 | $60,000 | – | 757 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choate Investment Advisors | 961,359 | $102,125,000 | 6.52% |
| Sensible Financial Planning & Management, LLC. | 102,524 | $10,891,000 | 3.55% |
| RETIREMENT INCOME SOLUTIONS, INC | 71,469 | $7,592,000,000 | 2.54% |
| Investment Research & Advisory Group, Inc. | 5,100 | $2,202,000 | 1.45% |
| Stonehearth Capital Management, LLC | 25,051 | $2,661,000 | 1.38% |
| Portfolio Strategies, Inc. | 60,758 | $6,454,000 | 1.29% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 35,335 | $3,754,000 | 1.16% |
| LAKE STREET ADVISORS GROUP, LLC | 99,435 | $10,563,000 | 1.13% |
| JFG Wealth Management, LLC | 21,759 | $2,311,000 | 1.10% |
| Affinity Capital Advisors, LLC | 23,784 | $2,527,000 | 0.85% |