SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 414 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,319 | -8.7% | 21,002 | -1.1% | 0.02% | 0.0% |
| Q2 2023 | $787,882 | -3.7% | 21,231 | -0.3% | 0.02% | 0.0% |
| Q1 2023 | $817,770 | -7.1% | 21,285 | -0.9% | 0.02% | -11.1% |
| Q4 2022 | $880,721 | +18.1% | 21,481 | +2.2% | 0.02% | +5.9% |
| Q3 2022 | $746,000 | -14.8% | 21,009 | -4.4% | 0.02% | -10.5% |
| Q2 2022 | $876,000 | +13.6% | 21,967 | +25.8% | 0.02% | +26.7% |
| Q1 2022 | $771,000 | +1.4% | 17,466 | +0.5% | 0.02% | +15.4% |
| Q4 2021 | $760,000 | +2.2% | 17,387 | -6.5% | 0.01% | 0.0% |
| Q3 2021 | $744,000 | -3.3% | 18,587 | -3.7% | 0.01% | -7.1% |
| Q2 2021 | $769,000 | +217.8% | 19,307 | +207.5% | 0.01% | +55.6% |
| Q1 2021 | $242,000 | – | 6,278 | – | 0.01% | – |
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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% |