SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,274 | +54.4% | 12,916 | +64.3% | 0.02% | -40.5% |
| Q2 2023 | $291,678 | -34.3% | 7,860 | -32.8% | 0.04% | +68.2% |
| Q1 2023 | $444,073 | -10.9% | 11,690 | -7.2% | 0.02% | -4.3% |
| Q4 2022 | $498,455 | -20.1% | 12,594 | -28.5% | 0.02% | -37.8% |
| Q3 2022 | $624,000 | -7.3% | 17,602 | +4.3% | 0.04% | -5.1% |
| Q2 2022 | $673,000 | -5.6% | 16,869 | +4.0% | 0.04% | +50.0% |
| Q1 2022 | $713,000 | +31.5% | 16,220 | +25.9% | 0.03% | +30.0% |
| Q4 2021 | $542,000 | – | 12,885 | – | 0.02% | – |
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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% |