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 | $465,747 | -14.7% | 13,279 | -9.9% | 0.15% | +11.3% |
| Q2 2023 | $546,320 | -44.8% | 14,732 | -43.4% | 0.13% | -48.0% |
| Q1 2023 | $989,765 | -33.8% | 26,047 | -30.5% | 0.26% | -40.9% |
| Q4 2022 | $1,496,196 | +5.8% | 37,487 | -6.0% | 0.43% | +3.8% |
| Q3 2022 | $1,414,000 | -5.4% | 39,863 | +6.3% | 0.42% | -3.7% |
| Q2 2022 | $1,495,000 | +194.9% | 37,490 | +221.8% | 0.43% | +249.2% |
| Q1 2022 | $507,000 | – | 11,651 | – | 0.12% | – |
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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% |