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 | $2,355,649 | -16.8% | 67,170 | -12.0% | 0.29% | -9.4% |
| Q2 2023 | $2,830,870 | -13.7% | 76,345 | -11.5% | 0.32% | -14.3% |
| Q1 2023 | $3,279,381 | +182.1% | 86,300 | +193.9% | 0.37% | +183.2% |
| Q4 2022 | $1,162,351 | -99.9% | 29,367 | -6.0% | 0.13% | +2.3% |
| Q3 2022 | $1,107,673,000 | +40.4% | 31,228 | +57.9% | 0.13% | +52.4% |
| Q2 2022 | $789,071,000 | +46071.5% | 19,771 | -49.2% | 0.08% | -45.1% |
| Q1 2022 | $1,709,000 | -23.5% | 38,887 | -26.8% | 0.15% | -6.7% |
| Q4 2021 | $2,234,000 | +32.6% | 53,121 | +23.3% | 0.16% | +27.1% |
| Q3 2021 | $1,685,000 | +28.4% | 43,066 | +31.6% | 0.13% | +31.6% |
| Q2 2021 | $1,312,000 | +59.6% | 32,722 | +53.2% | 0.10% | +53.1% |
| Q1 2021 | $822,000 | – | 21,357 | – | 0.06% | – |
Download | ||||||
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% |