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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,624 | -5.4% | 8,344 | 0.0% | 0.09% | -20.2% |
| Q2 2023 | $309,396 | -2.4% | 8,344 | 0.0% | 0.11% | -8.4% |
| Q1 2023 | $317,072 | -4.0% | 8,344 | 0.0% | 0.12% | -5.6% |
| Q4 2022 | $330,256 | +11.6% | 8,344 | 0.0% | 0.13% | -3.1% |
| Q3 2022 | $296,000 | -11.1% | 8,344 | 0.0% | 0.13% | -17.2% |
| Q2 2022 | $333,000 | -9.3% | 8,344 | 0.0% | 0.16% | -1.3% |
| Q1 2022 | $367,000 | -11.1% | 8,344 | -15.0% | 0.16% | -11.7% |
| Q4 2021 | $413,000 | +7.6% | 9,816 | 0.0% | 0.18% | -3.7% |
| Q3 2021 | $384,000 | -2.5% | 9,816 | 0.0% | 0.19% | -2.6% |
| Q2 2021 | $394,000 | +4.2% | 9,816 | 0.0% | 0.19% | -1.0% |
| Q1 2021 | $378,000 | +17.0% | 9,816 | 0.0% | 0.19% | +10.9% |
| Q4 2020 | $323,000 | +14.1% | 9,816 | -5.0% | 0.18% | +4.8% |
| Q3 2020 | $283,000 | -11.6% | 10,332 | -10.0% | 0.17% | -14.8% |
| Q2 2020 | $320,000 | – | 11,480 | – | 0.20% | – |
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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% |