SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $845,187 | -46.7% | 24,100 | -43.9% | 0.00% | -50.0% |
| Q2 2023 | $1,584,754 | +197746.9% | 42,924 | +100.6% | 0.00% | +100.0% |
| Q1 2023 | $801 | -99.9% | 21,400 | -45.8% | 0.00% | -50.0% |
| Q3 2022 | $1,413,000 | +16.1% | 39,448 | +44.0% | 0.00% | +100.0% |
| Q1 2022 | $1,217,000 | -43.6% | 27,395 | -46.7% | 0.00% | -50.0% |
| Q4 2021 | $2,158,000 | +379.6% | 51,390 | +354.8% | 0.00% | +100.0% |
| Q3 2021 | $450,000 | +16.3% | 11,300 | +16.5% | 0.00% | 0.0% |
| Q2 2021 | $387,000 | -35.2% | 9,700 | -37.1% | 0.00% | 0.0% |
| Q1 2021 | $597,000 | – | 15,423 | – | 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% |