SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 116 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,793,000 | +18.2% | 208,039 | +4.4% | 0.80% | -9.7% |
| Q1 2020 | $4,903,000 | -34.3% | 199,345 | +5.4% | 0.88% | -19.3% |
| Q4 2019 | $7,460,000 | +12.8% | 189,064 | +8.6% | 1.10% | +0.9% |
| Q3 2019 | $6,612,000 | +16.0% | 174,106 | +16.2% | 1.09% | +13.1% |
| Q2 2019 | $5,701,000 | +32.3% | 149,864 | +31.6% | 0.96% | +27.3% |
| Q1 2019 | $4,310,000 | +80.8% | 113,901 | +62.8% | 0.75% | +52.9% |
| Q4 2018 | $2,384,000 | +51.4% | 69,976 | +66.6% | 0.49% | +73.0% |
| Q3 2018 | $1,575,000 | +421.5% | 42,008 | +418.6% | 0.28% | +375.0% |
| Q2 2018 | $302,000 | +41.8% | 8,100 | +35.8% | 0.06% | +27.7% |
| Q1 2018 | $213,000 | – | 5,964 | – | 0.05% | – |
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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% |