SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 417 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,975 | -98.3% | 5,194 | -98.3% | 0.12% | -98.3% |
| Q1 2024 | $12,206,248 | +6.0% | 299,833 | +2.0% | 6.97% | -1.7% |
| Q4 2023 | $11,516,067 | +10.9% | 293,851 | -0.8% | 7.09% | -3.9% |
| Q3 2023 | $10,386,394 | +4.3% | 296,162 | +10.3% | 7.38% | +10.8% |
| Q2 2023 | $9,955,571 | -4.3% | 268,489 | -1.9% | 6.66% | -7.2% |
| Q1 2023 | $10,397,481 | -2.5% | 273,617 | +1.6% | 7.18% | -7.3% |
| Q4 2022 | $10,661,717 | – | 269,372 | – | 7.74% | – |
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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% |