SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,774 | -11.4% | 10,215 | -11.4% | 0.09% | -6.5% |
| Q2 2023 | $427,596 | -79.6% | 11,532 | -79.1% | 0.09% | -81.7% |
| Q1 2023 | $2,093,028 | -12.2% | 55,080 | -8.6% | 0.51% | -12.4% |
| Q4 2022 | $2,385,007 | +5.6% | 60,258 | -5.4% | 0.58% | -1.9% |
| Q3 2022 | $2,259,000 | +3.5% | 63,697 | +18.1% | 0.59% | +10.7% |
| Q2 2022 | $2,183,000 | +24.7% | 53,937 | +35.4% | 0.54% | +53.3% |
| Q1 2022 | $1,750,000 | +497.3% | 39,828 | +471.4% | 0.35% | +445.3% |
| Q4 2021 | $293,000 | +537.0% | 6,970 | +499.3% | 0.06% | +392.3% |
| Q4 2019 | $46,000 | +4.5% | 1,163 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $44,000 | 0.0% | 1,163 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $44,000 | +120.0% | 1,163 | +119.4% | 0.01% | +33.3% |
| Q1 2019 | $20,000 | – | 530 | – | 0.01% | – |
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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% |