SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939,245 | +12.0% | 26,782 | +18.4% | 0.01% | +11.1% |
| Q2 2023 | $838,638 | +21.7% | 22,617 | +24.8% | 0.01% | +12.5% |
| Q1 2023 | $688,902 | -31.2% | 18,129 | -28.3% | 0.01% | -33.3% |
| Q4 2022 | $1,001,097 | +31.9% | 25,293 | +18.2% | 0.01% | +20.0% |
| Q3 2022 | $759,000 | +101.9% | 21,393 | +127.2% | 0.01% | +100.0% |
| Q2 2022 | $376,000 | -13.8% | 9,417 | -5.0% | 0.01% | 0.0% |
| Q1 2022 | $436,000 | +16.9% | 9,916 | +11.7% | 0.01% | +25.0% |
| Q4 2021 | $373,000 | +13.7% | 8,876 | +5.7% | 0.00% | 0.0% |
| Q3 2021 | $328,000 | – | 8,394 | – | 0.00% | – |
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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% |