SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723 | +8.1% | 20,614 | +14.3% | 0.24% | +12.9% |
| Q2 2023 | $669 | -1.3% | 18,038 | +1.1% | 0.22% | -5.7% |
| Q1 2023 | $678 | -3.0% | 17,833 | +1.0% | 0.23% | -6.9% |
| Q4 2022 | $699 | -99.9% | 17,665 | +4.5% | 0.25% | +9.8% |
| Q3 2022 | $600,000 | -10.2% | 16,912 | +1.0% | 0.22% | +3.2% |
| Q2 2022 | $668,000 | -1.9% | 16,749 | +8.1% | 0.22% | +17.2% |
| Q1 2022 | $681,000 | – | 15,499 | – | 0.19% | – |
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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% |