SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 378 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757 | -42.8% | 21,573 | -39.5% | 0.59% | -37.7% |
| Q2 2023 | $1,323 | -48.2% | 35,669 | -46.9% | 0.94% | -44.1% |
| Q1 2023 | $2,552 | -99.9% | 67,157 | -30.8% | 1.69% | -31.7% |
| Q4 2022 | $3,839,102 | -6.8% | 96,996 | -16.5% | 2.48% | -18.4% |
| Q3 2022 | $4,120,000 | -15.2% | 116,162 | -4.6% | 3.03% | -11.3% |
| Q2 2022 | $4,860,000 | +71.6% | 121,780 | +89.0% | 3.42% | +78.9% |
| Q1 2022 | $2,832,000 | – | 64,437 | – | 1.91% | – |
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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% |