SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,435 | -15.6% | 6,511 | -13.5% | 0.09% | -28.3% |
| Q1 2023 | $285,958 | -16.2% | 7,525 | -12.7% | 0.13% | -21.6% |
| Q4 2022 | $341,149 | -95.1% | 8,619 | -95.6% | 0.16% | -94.8% |
| Q3 2022 | $6,948,000 | +4.1% | 195,879 | +17.1% | 3.12% | +14.1% |
| Q2 2022 | $6,673,000 | +475.3% | 167,207 | +533.0% | 2.73% | +603.6% |
| Q1 2022 | $1,160,000 | +15.9% | 26,415 | +11.0% | 0.39% | +32.0% |
| Q4 2021 | $1,001,000 | – | 23,795 | – | 0.29% | – |
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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% |