SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,498 | -8.2% | 7,542 | -3.0% | 0.05% | -5.9% |
| Q2 2023 | $288,186 | -3.0% | 7,772 | -0.6% | 0.05% | -7.3% |
| Q1 2023 | $297,236 | -3.5% | 7,822 | +0.5% | 0.06% | -19.1% |
| Q4 2022 | $308,130 | +13.3% | 7,785 | +1.7% | 0.07% | +3.0% |
| Q3 2022 | $272,000 | -14.2% | 7,655 | -3.7% | 0.07% | -10.8% |
| Q2 2022 | $317,000 | -9.2% | 7,948 | 0.0% | 0.07% | +8.8% |
| Q1 2022 | $349,000 | +10.1% | 7,948 | +5.5% | 0.07% | +25.9% |
| Q4 2021 | $317,000 | +7.5% | 7,536 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $295,000 | -2.3% | 7,536 | 0.0% | 0.05% | -1.8% |
| Q2 2021 | $302,000 | +3.8% | 7,536 | -0.3% | 0.06% | -3.5% |
| Q1 2021 | $291,000 | +14.1% | 7,556 | -2.4% | 0.06% | 0.0% |
| Q4 2020 | $255,000 | -53.8% | 7,741 | -61.6% | 0.06% | -61.0% |
| Q3 2020 | $552,000 | +36.6% | 20,146 | +38.9% | 0.15% | +23.7% |
| Q2 2020 | $404,000 | +41.3% | 14,503 | +24.7% | 0.12% | +14.6% |
| Q1 2020 | $286,000 | -9.5% | 11,632 | +45.1% | 0.10% | +5.1% |
| Q4 2019 | $316,000 | +25.4% | 8,015 | +20.7% | 0.10% | +16.7% |
| Q3 2019 | $252,000 | -21.5% | 6,641 | -21.3% | 0.08% | -21.5% |
| Q2 2019 | $321,000 | 0.0% | 8,440 | -0.5% | 0.11% | -3.6% |
| Q1 2019 | $321,000 | – | 8,479 | – | 0.11% | – |
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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% |