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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221,098 | -4.8% | 5,963 | -2.4% | 0.02% | -8.3% |
| Q1 2023 | $232,132 | +4.1% | 6,109 | +8.4% | 0.02% | 0.0% |
| Q4 2022 | $222,982 | +11.5% | 5,634 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $200,000 | -58.0% | 5,631 | -52.8% | 0.02% | -56.4% |
| Q2 2022 | $476,000 | -35.7% | 11,937 | -29.1% | 0.06% | -30.4% |
| Q1 2022 | $740,000 | -16.3% | 16,836 | -19.9% | 0.08% | -14.1% |
| Q4 2021 | $884,000 | +27.0% | 21,011 | +18.2% | 0.09% | +16.5% |
| Q3 2021 | $696,000 | +3.4% | 17,780 | +6.0% | 0.08% | -1.2% |
| Q2 2021 | $673,000 | +135.3% | 16,781 | +125.6% | 0.08% | +116.2% |
| Q1 2021 | $286,000 | -33.9% | 7,440 | -43.4% | 0.04% | -39.3% |
| Q4 2020 | $433,000 | -10.0% | 13,150 | -25.0% | 0.06% | -19.7% |
| Q3 2020 | $481,000 | +2.3% | 17,539 | +3.9% | 0.08% | -5.0% |
| Q2 2020 | $470,000 | +16.0% | 16,873 | +2.4% | 0.08% | -3.6% |
| Q1 2020 | $405,000 | -6.2% | 16,477 | +50.4% | 0.08% | +7.8% |
| Q4 2019 | $432,000 | +6.9% | 10,959 | +3.0% | 0.08% | -3.8% |
| Q3 2019 | $404,000 | +201.5% | 10,644 | +198.7% | 0.08% | +175.9% |
| Q3 2018 | $134,000 | -20.2% | 3,564 | -20.7% | 0.03% | -23.7% |
| Q2 2018 | $168,000 | – | 4,495 | – | 0.04% | – |
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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% |