SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 243 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,661 | -6.2% | 27,849 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $1,040,881 | -22.9% | 28,071 | -21.0% | 0.02% | -26.9% |
| Q1 2023 | $1,350,461 | -4.0% | 35,538 | +0.0% | 0.03% | -10.3% |
| Q4 2022 | $1,406,522 | +1.5% | 35,536 | -9.1% | 0.03% | -3.3% |
| Q3 2022 | $1,386,000 | -10.9% | 39,083 | +0.3% | 0.03% | -3.2% |
| Q2 2022 | $1,556,000 | -7.0% | 38,981 | +2.3% | 0.03% | +14.8% |
| Q1 2022 | $1,674,000 | +32.0% | 38,094 | +26.3% | 0.03% | +42.1% |
| Q4 2021 | $1,268,000 | -2.6% | 30,166 | -9.3% | 0.02% | -5.0% |
| Q3 2021 | $1,302,000 | +3.8% | 33,270 | +6.4% | 0.02% | +5.3% |
| Q2 2021 | $1,254,000 | +14.6% | 31,268 | +10.0% | 0.02% | +5.6% |
| Q1 2021 | $1,094,000 | +16.9% | 28,421 | +0.0% | 0.02% | +5.9% |
| Q4 2020 | $936,000 | +28.0% | 28,418 | +6.5% | 0.02% | +21.4% |
| Q3 2020 | $731,000 | +127.0% | 26,674 | +130.5% | 0.01% | +100.0% |
| Q2 2020 | $322,000 | +24.3% | 11,572 | +9.9% | 0.01% | 0.0% |
| Q1 2020 | $259,000 | -10.7% | 10,530 | +43.5% | 0.01% | +16.7% |
| Q4 2019 | $290,000 | – | 7,338 | – | 0.01% | – |
Download | ||||||
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% |