SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 416 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $220,167 | +0.2% | 5,473 | +1.4% | 0.12% | -6.5% |
| Q1 2024 | $219,637 | -2.7% | 5,395 | -6.3% | 0.12% | -17.4% |
| Q4 2023 | $225,656 | -39.4% | 5,758 | -45.8% | 0.15% | -44.0% |
| Q3 2023 | $372,482 | -6.4% | 10,621 | -1.0% | 0.27% | +12.2% |
| Q2 2023 | $397,747 | -5.4% | 10,726 | -3.0% | 0.24% | -20.2% |
| Q1 2023 | $420,375 | – | 11,062 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 10,592,146 | $426,122,034 | 8.56% |
| COWA, LLC | 252,970 | $10,168,277 | 5.42% |
| Curran Financial Partners, LLC | 380,496 | $15,307,359 | 5.12% |
| Erickson Financial Group, LLC | 144,325 | $5,806,195 | 4.43% |
| Barry Investment Advisors, LLC | 311,606 | $12,535,925 | 4.22% |
| Gunma Bank,Ltd. | 115,000 | $4,626 | 3.86% |
| Sonoma Private Wealth LLC | 50,004 | $2,011,643 | 3.26% |
| Genesee Capital Advisors, LLC | 146,628 | $5,898,849 | 2.89% |
| Financial Gravity Asset Management, Inc. | 265,415 | $10,647,575 | 2.66% |
| Keystone Financial Planning, Inc. | 191,196 | $7,691,799 | 2.54% |