SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 159 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,606 | -4.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,921 | +8.8% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,280 | +6.8% | 219 | +200.0% | 0.00% | 0.0% |
| Q4 2022 | $6,815 | +13.6% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 73 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | – | 73 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | – | 191 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choate Investment Advisors | 961,359 | $102,125,000 | 6.52% |
| Sensible Financial Planning & Management, LLC. | 102,524 | $10,891,000 | 3.55% |
| RETIREMENT INCOME SOLUTIONS, INC | 71,469 | $7,592,000,000 | 2.54% |
| Investment Research & Advisory Group, Inc. | 5,100 | $2,202,000 | 1.45% |
| Stonehearth Capital Management, LLC | 25,051 | $2,661,000 | 1.38% |
| Portfolio Strategies, Inc. | 60,758 | $6,454,000 | 1.29% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 35,335 | $3,754,000 | 1.16% |
| LAKE STREET ADVISORS GROUP, LLC | 99,435 | $10,563,000 | 1.13% |
| JFG Wealth Management, LLC | 21,759 | $2,311,000 | 1.10% |
| Affinity Capital Advisors, LLC | 23,784 | $2,527,000 | 0.85% |