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 | $302,531 | -9.6% | 9,069 | +0.5% | 0.09% | -25.6% |
| Q2 2023 | $334,700 | -0.1% | 9,026 | +2.4% | 0.12% | -14.4% |
| Q1 2023 | $334,903 | +0.9% | 8,813 | +5.1% | 0.15% | -13.6% |
| Q4 2022 | $331,764 | -27.4% | 8,382 | -34.9% | 0.17% | -40.3% |
| Q3 2022 | $457,000 | -11.6% | 12,881 | -0.5% | 0.28% | -9.3% |
| Q2 2022 | $517,000 | +129.8% | 12,944 | +152.6% | 0.31% | +157.9% |
| Q1 2022 | $225,000 | – | 5,124 | – | 0.12% | – |
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% |