SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 139 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $45,088 | +7.4% | 483 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $42,000 | -6.7% | 483 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -11.8% | 483 | +4.3% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | -5.6% | 463 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $54,000 | +12.5% | 463 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 456 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +11.6% | 449 | +2.3% | 0.00% | 0.0% |
| Q1 2021 | $43,000 | 0.0% | 439 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $43,000 | – | 439 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | 2,499,796 | $97,017,083 | 56.52% |
| Sensible Financial Planning & Management, LLC. | 424,007 | $16,456 | 3.86% |
| Choate Investment Advisors | 2,771,800 | $107,573,546 | 3.33% |
| RETIREMENT INCOME SOLUTIONS, INC | 294,277 | $11,420,890 | 2.84% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 189,219 | $7,343,589 | 1.90% |
| Stonehearth Capital Management, LLC | 82,197 | $3,190,084 | 1.57% |
| Oxler Private Wealth LLC | 39,481 | $1,532,260 | 1.27% |
| Gemmer Asset Management LLC | 252,237 | $9,789,302 | 1.20% |
| Boyd Wealth Management, LLC | 34,982 | $1,357,651 | 0.84% |
| Milestone Investment Advisors LLC | 74,866 | $2,905,550 | 0.84% |