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 | $110,821 | -81.5% | 3,160 | -81.7% | 0.01% | -61.5% |
| Q2 2023 | $597,620 | +57.2% | 17,270 | +46.0% | 0.01% | -23.5% |
| Q1 2023 | $380,119 | +51129.0% | 11,831 | -48.4% | 0.02% | -15.0% |
| Q4 2022 | $742 | -99.9% | 22,948 | -1.8% | 0.02% | 0.0% |
| Q3 2022 | $755,000 | +36.5% | 23,369 | +36.4% | 0.02% | +17.6% |
| Q2 2022 | $553,000 | -20.8% | 17,130 | -20.5% | 0.02% | +88.9% |
| Q1 2022 | $698,000 | +277.3% | 21,542 | +388.9% | 0.01% | +125.0% |
| Q4 2021 | $185,000 | +16.4% | 4,406 | +8.9% | 0.00% | +33.3% |
| Q3 2021 | $159,000 | -0.6% | 4,046 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $160,000 | +233.3% | 3,996 | +226.2% | 0.00% | +200.0% |
| Q1 2021 | $48,000 | +23.1% | 1,225 | +4.3% | 0.00% | -50.0% |
| Q4 2020 | $39,000 | +680.0% | 1,175 | +487.5% | 0.00% | – |
| Q3 2020 | $5,000 | -96.6% | 200 | -96.2% | 0.00% | -100.0% |
| Q2 2020 | $148,000 | -67.3% | 5,310 | -69.8% | 0.01% | -73.9% |
| Q1 2020 | $453,000 | -84.5% | 17,597 | -76.3% | 0.05% | -79.1% |
| Q4 2019 | $2,929,000 | +7.8% | 74,317 | +3.9% | 0.22% | +20.9% |
| Q3 2019 | $2,718,000 | +20807.7% | 71,533 | +20338.0% | 0.18% | +9000.0% |
| Q1 2019 | $13,000 | -98.4% | 350 | -98.6% | 0.00% | -96.0% |
| Q4 2018 | $821,000 | -0.5% | 24,208 | +10.0% | 0.05% | +47.1% |
| Q3 2018 | $825,000 | +42.7% | 22,004 | +41.9% | 0.03% | +41.7% |
| Q2 2018 | $578,000 | +158.0% | 15,503 | +159.0% | 0.02% | +140.0% |
| Q1 2018 | $224,000 | 0.0% | 5,986 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $224,000 | +1078.9% | 5,986 | +1033.7% | 0.01% | +900.0% |
| Q3 2017 | $19,000 | +5.6% | 528 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | 0.0% | 523 | +1.0% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | 0.0% | 518 | +1.0% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | +5.9% | 513 | +1.6% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | 0.0% | 505 | +1.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +30.8% | 500 | +42.9% | 0.00% | -50.0% |
| Q1 2016 | $13,000 | – | 350 | – | 0.00% | – |
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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% |