SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 381 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,750 | -5.4% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $927,000 | -2.4% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $950,000 | -4.0% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $989,500 | +11.6% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $887,000 | -11.1% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $998,000 | -9.2% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,099,000 | +4.6% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,051,000 | +7.5% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $978,000 | -2.4% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,002,000 | – | 25,000 | – | 0.00% | – |
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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% |