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 | $895,652 | -4.7% | 25,539 | +0.7% | 0.20% | -2.4% |
| Q2 2023 | $940,015 | -1.8% | 25,351 | +0.7% | 0.21% | -6.7% |
| Q1 2023 | $957,106 | -1.9% | 25,187 | +2.5% | 0.22% | -34.0% |
| Q4 2022 | $975,620 | +11.2% | 24,581 | -0.6% | 0.34% | -1.2% |
| Q3 2022 | $877,000 | -11.9% | 24,735 | +1.6% | 0.34% | +2.4% |
| Q2 2022 | $995,000 | -8.0% | 24,354 | -1.0% | 0.34% | +4.0% |
| Q1 2022 | $1,082,000 | 0.0% | 24,612 | -4.4% | 0.32% | +1.6% |
| Q4 2021 | $1,082,000 | +2.9% | 25,735 | +0.2% | 0.32% | +1.6% |
| Q3 2021 | $1,051,000 | +13.1% | 25,693 | +9.2% | 0.31% | +7.9% |
| Q2 2021 | $929,000 | +4.7% | 23,532 | +6.7% | 0.29% | +3.6% |
| Q1 2021 | $887,000 | +26.4% | 22,047 | +3.4% | 0.28% | +5.6% |
| Q4 2020 | $702,000 | – | 21,321 | – | 0.27% | – |
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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% |