SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 287 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,286,071 | +5.3% | 83,850 | -5.8% | 0.46% | +8.3% |
| Q3 2023 | $3,120,983 | -0.0% | 88,993 | +5.7% | 0.42% | -6.2% |
| Q2 2023 | $3,121,163 | -7.1% | 84,174 | -4.8% | 0.45% | -15.3% |
| Q1 2023 | $3,358,805 | +0.5% | 88,390 | +4.7% | 0.53% | -10.0% |
| Q4 2022 | $3,341,235 | +26.2% | 84,417 | +13.1% | 0.59% | -11.4% |
| Q3 2022 | $2,647,000 | -5.8% | 74,638 | +6.1% | 0.66% | -16.2% |
| Q2 2022 | $2,809,000 | +13.5% | 70,378 | +25.0% | 0.79% | +28.4% |
| Q1 2022 | $2,475,000 | +1.5% | 56,313 | -2.9% | 0.62% | -2.8% |
| Q4 2021 | $2,438,000 | +11.7% | 57,986 | +3.9% | 0.64% | -10.9% |
| Q3 2021 | $2,183,000 | +2.5% | 55,806 | +5.0% | 0.71% | +5.9% |
| Q2 2021 | $2,130,000 | +55.2% | 53,140 | +49.1% | 0.67% | +36.2% |
| Q1 2021 | $1,372,000 | +6.5% | 35,648 | -8.8% | 0.49% | -4.1% |
| Q4 2020 | $1,288,000 | – | 39,091 | – | 0.52% | – |
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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% |