SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 416 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,951 | -35.8% | 6,362 | -35.0% | 0.03% | -36.6% |
| Q1 2024 | $398,559 | -11.8% | 9,790 | -15.1% | 0.04% | -18.0% |
| Q4 2023 | $451,771 | +8.5% | 11,528 | -2.9% | 0.05% | -2.0% |
| Q3 2023 | $416,439 | -2.4% | 11,874 | +3.2% | 0.05% | 0.0% |
| Q2 2023 | $426,654 | +32.9% | 11,506 | +36.1% | 0.05% | +27.5% |
| Q1 2023 | $321,124 | +39.6% | 8,451 | +30.3% | 0.04% | +21.2% |
| Q3 2022 | $230,000 | -10.9% | 6,488 | +0.3% | 0.03% | -2.9% |
| Q2 2022 | $258,000 | -8.8% | 6,467 | +0.3% | 0.03% | -2.9% |
| Q1 2022 | $283,000 | +15.0% | 6,449 | +10.4% | 0.04% | +25.0% |
| Q4 2021 | $246,000 | +7.9% | 5,842 | +0.1% | 0.03% | -9.7% |
| Q3 2021 | $228,000 | – | 5,838 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 10,592,146 | $426,122,034 | 8.56% |
| COWA, LLC | 252,970 | $10,168,277 | 5.42% |
| Curran Financial Partners, LLC | 380,496 | $15,307,359 | 5.12% |
| Erickson Financial Group, LLC | 144,325 | $5,806,195 | 4.43% |
| Barry Investment Advisors, LLC | 311,606 | $12,535,925 | 4.22% |
| Gunma Bank,Ltd. | 115,000 | $4,626 | 3.86% |
| Sonoma Private Wealth LLC | 50,004 | $2,011,643 | 3.26% |
| Genesee Capital Advisors, LLC | 146,628 | $5,898,849 | 2.89% |
| Financial Gravity Asset Management, Inc. | 265,415 | $10,647,575 | 2.66% |
| Keystone Financial Planning, Inc. | 191,196 | $7,691,799 | 2.54% |