SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 269 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,014 | -5.4% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,416 | -2.4% | 200 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $7,600 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,094 | +1.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 200 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $8,000 | – | 200 | – | 0.01% | – |
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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% |