SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $983,276 | -19.4% | 28,038 | -14.8% | 0.02% | -16.7% |
| Q2 2023 | $1,220,600 | -0.4% | 32,918 | +2.1% | 0.02% | -7.7% |
| Q1 2023 | $1,225,226 | +193.1% | 32,243 | +205.2% | 0.03% | +188.9% |
| Q4 2022 | $418,069 | +92.7% | 10,563 | +72.7% | 0.01% | +80.0% |
| Q3 2022 | $217,000 | -9.2% | 6,115 | +2.3% | 0.01% | -16.7% |
| Q2 2022 | $239,000 | +8.6% | 5,980 | +19.7% | 0.01% | +20.0% |
| Q1 2022 | $220,000 | -36.6% | 4,996 | -60.6% | 0.01% | -50.0% |
| Q3 2020 | $347,000 | -0.6% | 12,671 | +0.9% | 0.01% | -9.1% |
| Q2 2020 | $349,000 | +9.4% | 12,557 | -3.1% | 0.01% | -8.3% |
| Q1 2020 | $319,000 | -54.1% | 12,959 | -26.5% | 0.01% | -45.5% |
| Q4 2019 | $695,000 | +16.6% | 17,624 | +12.3% | 0.02% | 0.0% |
| Q3 2019 | $596,000 | +23.9% | 15,696 | +24.1% | 0.02% | +15.8% |
| Q2 2019 | $481,000 | +31.4% | 12,652 | +30.8% | 0.02% | +26.7% |
| Q1 2019 | $366,000 | +14.7% | 9,671 | +3.3% | 0.02% | 0.0% |
| Q4 2018 | $319,000 | -23.3% | 9,365 | -15.5% | 0.02% | +7.1% |
| Q3 2018 | $416,000 | +2.0% | 11,082 | +1.2% | 0.01% | -6.7% |
| Q2 2018 | $408,000 | +5.2% | 10,951 | +1.0% | 0.02% | +7.1% |
| Q1 2018 | $388,000 | – | 10,840 | – | 0.01% | – |
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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% |