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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $983,000 | -34.8% | 29,828 | -45.8% | 0.18% | -45.5% |
| Q3 2020 | $1,508,000 | -27.9% | 55,022 | -26.7% | 0.33% | -34.1% |
| Q2 2020 | $2,092,000 | -14.2% | 75,102 | -24.3% | 0.50% | -35.0% |
| Q1 2020 | $2,439,000 | -30.1% | 99,165 | +12.1% | 0.77% | +9.1% |
| Q4 2019 | $3,490,000 | -3.1% | 88,437 | -6.7% | 0.71% | -7.7% |
| Q3 2019 | $3,602,000 | -75.6% | 94,829 | -75.6% | 0.77% | -77.8% |
| Q2 2019 | $14,782,000 | +15.0% | 388,579 | +14.4% | 3.46% | +36.7% |
| Q1 2019 | $12,857,000 | +326.0% | 339,784 | +283.5% | 2.53% | +289.5% |
| Q4 2018 | $3,018,000 | -4.8% | 88,593 | +4.8% | 0.65% | -14.8% |
| Q3 2018 | $3,171,000 | +10.8% | 84,514 | +10.1% | 0.76% | -8.2% |
| Q2 2018 | $2,862,000 | +2.0% | 76,760 | -2.2% | 0.83% | +11.4% |
| Q1 2018 | $2,806,000 | -26.7% | 78,472 | -23.3% | 0.74% | -23.4% |
| Q4 2017 | $3,830,000 | – | 102,280 | – | 0.97% | – |
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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% |