SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $871,391 | -6.2% | 24,847 | -0.8% | 0.52% | -3.5% |
| Q2 2023 | $929,226 | -1.2% | 25,060 | +1.3% | 0.54% | +3.8% |
| Q1 2023 | $940,397 | -3.0% | 24,747 | +1.0% | 0.52% | -7.1% |
| Q4 2022 | $969,312 | +13.0% | 24,490 | +1.3% | 0.56% | 0.0% |
| Q3 2022 | $858,000 | -10.2% | 24,183 | +1.1% | 0.56% | -2.8% |
| Q2 2022 | $955,000 | +6.8% | 23,924 | +17.6% | 0.58% | +11.3% |
| Q1 2022 | $894,000 | +6.0% | 20,335 | +1.5% | 0.52% | +8.6% |
| Q4 2021 | $843,000 | +7.8% | 20,042 | +0.3% | 0.48% | -0.8% |
| Q3 2021 | $782,000 | -1.4% | 19,982 | +1.0% | 0.48% | -0.8% |
| Q2 2021 | $793,000 | +5.0% | 19,793 | +1.0% | 0.49% | -1.4% |
| Q1 2021 | $755,000 | +17.4% | 19,603 | +0.5% | 0.49% | +1.0% |
| Q4 2020 | $643,000 | +196.3% | 19,508 | +121.6% | 0.49% | +85.9% |
| Q1 2020 | $217,000 | – | 8,803 | – | 0.26% | – |
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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% |