SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 410 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | -41.7% | 29,200 | +100.0% | 0.00% | -100.0% |
| Q2 2023 | $12 | +71.4% | 14,600 | +151.7% | 0.00% | +100.0% |
| Q1 2023 | $7 | +40.0% | 5,800 | +56.8% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 3,700 | +270.0% | 0.00% | -100.0% |
| Q3 2022 | $10,000 | -88.2% | 1,000 | -85.7% | 0.00% | -83.3% |
| Q2 2022 | $85,000 | -81.7% | 6,975 | -75.8% | 0.01% | -75.0% |
| Q1 2022 | $464,000 | +149.5% | 28,798 | +15.9% | 0.02% | +242.9% |
| Q4 2021 | $186,000 | -61.7% | 24,838 | -40.3% | 0.01% | -68.2% |
| Q3 2021 | $486,000 | +12050.0% | 41,610 | +41510.0% | 0.02% | – |
| Q2 2021 | $4,000 | – | 100 | – | 0.00% | – |
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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% |