SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 76 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,420 | +3.0% | 20,799 | +8.9% | 0.02% | -4.3% |
| Q2 2023 | $708,109 | +215.3% | 19,097 | +223.1% | 0.02% | +187.5% |
| Q1 2023 | $224,606 | -38.2% | 5,911 | -35.6% | 0.01% | -42.9% |
| Q4 2022 | $363,181 | -79.7% | 9,176 | -79.9% | 0.01% | -93.6% |
| Q4 2019 | $1,789,000 | +26.4% | 45,733 | +19.2% | 0.22% | +18.3% |
| Q3 2019 | $1,415,000 | +125.0% | 38,370 | +134.7% | 0.19% | +97.9% |
| Q2 2019 | $629,000 | +115.4% | 16,350 | +111.6% | 0.09% | +84.3% |
| Q1 2019 | $292,000 | -30.0% | 7,727 | -30.5% | 0.05% | -50.0% |
| Q3 2018 | $417,000 | +84.5% | 11,125 | +83.9% | 0.10% | +70.0% |
| Q2 2018 | $226,000 | – | 6,050 | – | 0.06% | – |
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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% |