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 | $1,644,892 | +1.3% | 44,361 | +3.9% | 0.27% | -9.9% |
| Q1 2023 | $1,623,194 | +271.2% | 42,716 | +286.7% | 0.30% | +237.8% |
| Q4 2022 | $437,240 | +11.5% | 11,047 | 0.0% | 0.09% | +15.4% |
| Q3 2022 | $392,000 | -11.1% | 11,047 | 0.0% | 0.08% | -6.0% |
| Q2 2022 | $441,000 | -13.0% | 11,047 | -4.3% | 0.08% | +2.5% |
| Q1 2022 | $507,000 | +4.3% | 11,547 | 0.0% | 0.08% | +14.1% |
| Q4 2021 | $486,000 | +7.5% | 11,547 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $452,000 | -2.0% | 11,547 | +0.2% | 0.07% | -4.1% |
| Q2 2021 | $461,000 | +3.8% | 11,520 | 0.0% | 0.07% | -11.0% |
| Q1 2021 | $444,000 | +14.1% | 11,520 | -2.6% | 0.08% | +2.5% |
| Q4 2020 | $389,000 | +18.2% | 11,822 | 0.0% | 0.08% | -5.9% |
| Q2 2020 | $329,000 | +13.1% | 11,822 | 0.0% | 0.08% | -6.6% |
| Q1 2020 | $291,000 | – | 11,822 | – | 0.09% | – |
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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% |