SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 410 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,733,525 | -4.6% | 77,945 | +0.8% | 0.41% | -12.6% |
| Q2 2023 | $2,865,981 | -9.8% | 77,292 | -7.5% | 0.47% | -38.5% |
| Q1 2023 | $3,176,293 | -19.1% | 83,587 | -6.5% | 0.76% | -33.0% |
| Q1 2022 | $3,928,000 | -11.0% | 89,370 | -14.8% | 1.14% | +26.3% |
| Q4 2021 | $4,413,000 | +10.2% | 104,936 | +2.5% | 0.90% | +3.3% |
| Q3 2021 | $4,005,000 | 0.0% | 102,389 | +2.5% | 0.87% | +4.8% |
| Q2 2021 | $4,005,000 | -2.0% | 99,899 | -5.9% | 0.83% | -10.4% |
| Q1 2021 | $4,087,000 | -81.5% | 106,161 | -79.1% | 0.93% | -90.0% |
| Q3 2020 | $22,088,000 | +673.1% | 507,653 | +394.9% | 9.27% | +444.3% |
| Q2 2020 | $2,857,000 | – | 102,586 | – | 1.70% | – |
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% |