SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 169 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004,616 | +0.4% | 28,646 | +6.1% | 0.06% | -26.2% |
| Q2 2023 | $1,000,702 | -1.6% | 26,988 | +0.8% | 0.08% | -5.6% |
| Q1 2023 | $1,017,307 | +47.4% | 26,771 | +53.5% | 0.09% | +30.9% |
| Q4 2022 | $690,100 | +14.3% | 17,436 | +2.5% | 0.07% | +4.6% |
| Q3 2022 | $604,000 | +13.1% | 17,015 | +27.2% | 0.06% | +47.7% |
| Q2 2022 | $534,000 | +19.7% | 13,375 | +31.9% | 0.04% | -10.2% |
| Q1 2022 | $446,000 | +30.8% | 10,144 | +25.2% | 0.05% | +36.1% |
| Q4 2021 | $341,000 | -89.0% | 8,104 | -0.8% | 0.04% | -71.4% |
| Q2 2019 | $3,109,000 | +1313.2% | 8,173 | +40.6% | 0.13% | +26.0% |
| Q1 2019 | $220,000 | – | 5,815 | – | 0.10% | – |
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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% |