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 | $1,950,419 | -30.2% | 55,615 | -26.2% | 0.15% | -27.7% |
| Q2 2023 | $2,794,646 | -3.4% | 75,368 | -1.0% | 0.21% | -8.6% |
| Q1 2023 | $2,893,814 | +2.1% | 76,153 | +6.3% | 0.23% | -1.7% |
| Q4 2022 | $2,835,155 | +22.3% | 71,631 | +9.6% | 0.24% | +13.9% |
| Q3 2022 | $2,318,000 | +2.5% | 65,359 | +15.3% | 0.21% | +2.5% |
| Q2 2022 | $2,262,000 | +28.7% | 56,680 | +41.7% | 0.20% | +52.6% |
| Q1 2022 | $1,758,000 | +85.4% | 40,010 | +77.5% | 0.13% | +95.6% |
| Q4 2021 | $948,000 | – | 22,535 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRUDENTIAL PLC | 21,813,330 | $917,251,000 | 12.56% |
| PRUDENT INVESTORS NETWORK, INC. | 281,550 | $11,839,000 | 5.58% |
| COWA, LLC | 200,461 | $8,438,000 | 4.25% |
| Proquility Private Wealth Partners, LLC | 11,391,503 | $11,392,000 | 4.01% |
| Heartwood Wealth Advisors LLC | 605,296 | $25,453,000 | 3.82% |
| Erickson Financial Group, LLC | 100,108 | $4,210,000 | 3.63% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 100,314 | $4,218,000 | 3.43% |
| Tiller Private Wealth, Inc. | 126,260 | $5,309,000 | 3.35% |
| Vestmark Advisory Solutions, Inc. | 1,357,441 | $57,080,000 | 3.22% |
| Econ Financial Services Corp | 99,123 | $4,168,000 | 3.07% |