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 | $317,243 | -5.4% | 9,046 | +0.0% | 0.06% | -1.7% |
| Q2 2023 | $335,315 | -4.5% | 9,043 | -2.1% | 0.06% | -10.8% |
| Q1 2023 | $351,117 | -4.0% | 9,240 | +0.0% | 0.06% | -9.7% |
| Q4 2022 | $365,616 | +11.5% | 9,237 | +0.0% | 0.07% | +4.3% |
| Q3 2022 | $328,000 | -5.7% | 9,234 | +5.7% | 0.07% | +1.5% |
| Q2 2022 | $348,000 | -9.4% | 8,732 | +0.0% | 0.07% | +6.2% |
| Q1 2022 | $384,000 | +4.6% | 8,729 | +0.0% | 0.06% | +4.9% |
| Q4 2021 | $367,000 | +7.6% | 8,726 | +0.0% | 0.06% | +3.4% |
| Q3 2021 | $341,000 | +26.3% | 8,725 | +29.8% | 0.06% | +22.9% |
| Q2 2021 | $270,000 | +0.7% | 6,723 | -3.6% | 0.05% | -4.0% |
| Q1 2021 | $268,000 | -3.9% | 6,971 | -17.6% | 0.05% | -10.7% |
| Q4 2020 | $279,000 | +19.2% | 8,463 | -1.1% | 0.06% | 0.0% |
| Q3 2020 | $234,000 | -6.4% | 8,555 | -4.8% | 0.06% | -13.8% |
| Q2 2020 | $250,000 | +7.3% | 8,986 | -5.2% | 0.06% | -15.6% |
| Q1 2020 | $233,000 | -46.2% | 9,474 | -13.6% | 0.08% | -30.0% |
| Q4 2019 | $433,000 | – | 10,961 | – | 0.11% | – |
Download | ||||||
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% |