SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,025 | -5.4% | 7,500 | 0.0% | 0.38% | +49.4% |
| Q2 2023 | $278,100 | -2.4% | 7,500 | 0.0% | 0.26% | -18.5% |
| Q1 2023 | $285,000 | -4.0% | 7,500 | 0.0% | 0.31% | -25.8% |
| Q4 2022 | $296,850 | +11.6% | 7,500 | 0.0% | 0.42% | +2.7% |
| Q3 2022 | $266,000 | -11.0% | 7,500 | 0.0% | 0.41% | +28.4% |
| Q2 2022 | $299,000 | -9.4% | 7,500 | 0.0% | 0.32% | +9.2% |
| Q1 2022 | $330,000 | +4.8% | 7,500 | 0.0% | 0.29% | +10.6% |
| Q4 2021 | $315,000 | +7.5% | 7,500 | 0.0% | 0.26% | +29.3% |
| Q3 2021 | $293,000 | -2.7% | 7,500 | 0.0% | 0.20% | -19.0% |
| Q2 2021 | $301,000 | +4.2% | 7,500 | 0.0% | 0.25% | +12.9% |
| Q1 2021 | $289,000 | +17.0% | 7,500 | 0.0% | 0.22% | +0.4% |
| Q4 2020 | $247,000 | – | 7,500 | – | 0.22% | – |
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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% |