SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $783,180 | -6.8% | 21,121 | -4.5% | 0.10% | -13.0% |
| Q1 2023 | $840,459 | -4.9% | 22,117 | -1.0% | 0.12% | -10.9% |
| Q4 2022 | $884,218 | +8.6% | 22,340 | -2.7% | 0.13% | +7.5% |
| Q3 2022 | $814,000 | -9.1% | 22,960 | +2.4% | 0.12% | +1.7% |
| Q2 2022 | $895,000 | -9.1% | 22,432 | +0.0% | 0.12% | +16.8% |
| Q1 2022 | $985,000 | +12.2% | 22,429 | +7.4% | 0.10% | +18.8% |
| Q4 2021 | $878,000 | +7.5% | 20,874 | 0.0% | 0.08% | -4.5% |
| Q3 2021 | $817,000 | +11.6% | 20,874 | +14.3% | 0.09% | +7.2% |
| Q2 2021 | $732,000 | -6.4% | 18,258 | -10.2% | 0.08% | -18.6% |
| Q1 2021 | $782,000 | +24.1% | 20,324 | +6.3% | 0.10% | +12.1% |
| Q4 2020 | $630,000 | +22.6% | 19,124 | +1.9% | 0.09% | 0.0% |
| Q3 2020 | $514,000 | – | 18,774 | – | 0.09% | – |
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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% |