SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $422,000 | -6.8% | 15,400 | -5.2% | 0.10% | -13.7% |
| Q2 2020 | $453,000 | -61.7% | 16,250 | -66.3% | 0.12% | -67.3% |
| Q1 2020 | $1,184,000 | -37.0% | 48,150 | +1.0% | 0.36% | -20.1% |
| Q4 2019 | $1,880,000 | +16.3% | 47,650 | +12.0% | 0.45% | +8.0% |
| Q3 2019 | $1,616,000 | +6.2% | 42,550 | +6.3% | 0.42% | +3.8% |
| Q2 2019 | $1,522,000 | +17.8% | 40,020 | +17.2% | 0.40% | +13.6% |
| Q1 2019 | $1,292,000 | +107.4% | 34,150 | +86.6% | 0.35% | +89.2% |
| Q4 2018 | $623,000 | +1.6% | 18,300 | +11.9% | 0.19% | +16.2% |
| Q3 2018 | $613,000 | – | 16,350 | – | 0.16% | – |
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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% |