SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 402 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,175,935 | +111.2% | 30,006 | +89.0% | 0.53% | +96.3% |
| Q3 2023 | $556,806 | -9.4% | 15,877 | -4.2% | 0.27% | -5.6% |
| Q2 2023 | $614,341 | +4.4% | 16,568 | +7.0% | 0.29% | -0.7% |
| Q1 2023 | $588,316 | +17.7% | 15,482 | +22.6% | 0.29% | +21.8% |
| Q4 2022 | $500,014 | +47.5% | 12,633 | +32.1% | 0.24% | +40.8% |
| Q3 2022 | $339,000 | – | 9,563 | – | 0.17% | – |
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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% |