SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,335,873 | -10.1% | 66,606 | -4.9% | 0.12% | -11.8% |
| Q2 2023 | $2,597,899 | +25.7% | 70,062 | +28.8% | 0.14% | +7.9% |
| Q1 2023 | $2,067,380 | +25.9% | 54,405 | +31.2% | 0.13% | +27.3% |
| Q4 2022 | $1,641,593 | +31.4% | 41,475 | +17.7% | 0.10% | +15.1% |
| Q3 2022 | $1,249,000 | -5.9% | 35,225 | +7.3% | 0.09% | +30.3% |
| Q2 2022 | $1,328,000 | +6.5% | 32,814 | +15.6% | 0.07% | +22.2% |
| Q1 2022 | $1,247,000 | +100.8% | 28,387 | +92.2% | 0.05% | +125.0% |
| Q4 2021 | $621,000 | +45.8% | 14,773 | +37.5% | 0.02% | +50.0% |
| Q3 2021 | $426,000 | +101.9% | 10,743 | +105.3% | 0.02% | +100.0% |
| Q2 2021 | $211,000 | +66.1% | 5,233 | +65.5% | 0.01% | +100.0% |
| Q1 2021 | $127,000 | +53.0% | 3,162 | +35.6% | 0.00% | +33.3% |
| Q4 2020 | $83,000 | +66.0% | 2,332 | +24.4% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | +4900.0% | 1,875 | +2740.9% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 66 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -50.0% | 66 | -43.1% | 0.00% | – |
| Q2 2019 | $4,000 | +100.0% | 116 | +75.8% | 0.00% | – |
| Q1 2019 | $2,000 | +100.0% | 66 | +65.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -80.0% | 40 | -71.4% | 0.00% | – |
| Q1 2018 | $5,000 | -83.9% | 140 | -83.4% | 0.00% | -100.0% |
| Q4 2017 | $31,000 | +3.3% | 845 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $30,000 | – | 845 | – | 0.00% | – |
Download | ||||||
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% |