SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 410 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,590 | +0.6% | 10,567 | +6.4% | 0.00% | – |
| Q2 2023 | $368,378 | +27.0% | 9,935 | +30.2% | 0.00% | – |
| Q1 2023 | $290,060 | +85.9% | 7,633 | +93.7% | 0.00% | – |
| Q4 2022 | $155,989 | +11.4% | 3,941 | +0.1% | 0.00% | – |
| Q3 2022 | $140,000 | -24.7% | 3,939 | -15.2% | 0.00% | – |
| Q2 2022 | $186,000 | +13.4% | 4,643 | +24.3% | 0.00% | – |
| Q1 2022 | $164,000 | -14.1% | 3,735 | -17.7% | 0.00% | – |
| Q4 2021 | $191,000 | +73.6% | 4,536 | +60.0% | 0.00% | – |
| Q3 2021 | $110,000 | +205.6% | 2,835 | +218.5% | 0.00% | – |
| Q2 2021 | $36,000 | +100.0% | 890 | +94.3% | 0.00% | – |
| Q1 2021 | $18,000 | +20.0% | 458 | +0.7% | 0.00% | – |
| Q4 2020 | $15,000 | -37.5% | 455 | -48.3% | 0.00% | – |
| Q3 2020 | $24,000 | -64.2% | 880 | -63.2% | 0.00% | – |
| Q2 2020 | $67,000 | -28.0% | 2,394 | -36.9% | 0.00% | – |
| Q1 2020 | $93,000 | -17.7% | 3,796 | +32.9% | 0.00% | – |
| Q4 2019 | $113,000 | -11.7% | 2,856 | -14.8% | 0.00% | – |
| Q3 2019 | $128,000 | +45.5% | 3,351 | +44.8% | 0.00% | – |
| Q2 2019 | $88,000 | +1.1% | 2,314 | +0.7% | 0.00% | – |
| Q1 2019 | $87,000 | +52.6% | 2,297 | +37.7% | 0.00% | – |
| Q4 2018 | $57,000 | -21.9% | 1,668 | -14.5% | 0.00% | – |
| Q3 2018 | $73,000 | +170.4% | 1,950 | +165.7% | 0.00% | – |
| Q2 2018 | $27,000 | +68.8% | 734 | +60.6% | 0.00% | – |
| Q1 2018 | $16,000 | +166.7% | 457 | +194.8% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 155 | +1.3% | 0.00% | – |
| Q3 2017 | $5,000 | – | 153 | – | 0.00% | – |
Download | ||||||
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% |