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 | $110,471 | -26.6% | 3,150 | -22.4% | 0.08% | -24.2% |
| Q2 2023 | $150,468 | -44.7% | 4,058 | -43.3% | 0.10% | -45.3% |
| Q1 2023 | $271,901 | -9.6% | 7,155 | -5.9% | 0.18% | +13.8% |
| Q4 2022 | $300,931 | -46.6% | 7,603 | -52.2% | 0.16% | -57.8% |
| Q3 2022 | $564,000 | -8.6% | 15,909 | +2.9% | 0.38% | -4.6% |
| Q2 2022 | $617,000 | +24.9% | 15,454 | +37.4% | 0.40% | +28.7% |
| Q1 2022 | $494,000 | – | 11,250 | – | 0.31% | – |
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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% |