SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 414 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,245 | -6.3% | 3,001 | -0.9% | 0.00% | – |
| Q2 2023 | $112,278 | +227.9% | 3,028 | +236.1% | 0.00% | – |
| Q1 2023 | $34,238 | +16.6% | 901 | +21.4% | 0.00% | – |
| Q4 2022 | $29,368 | -2.1% | 742 | -13.2% | 0.00% | – |
| Q3 2022 | $30,000 | -14.3% | 855 | -3.0% | 0.00% | – |
| Q2 2022 | $35,000 | -12.5% | 881 | -3.4% | 0.00% | – |
| Q1 2022 | $40,000 | +300.0% | 912 | +280.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 240 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -10.0% | 240 | -19.2% | 0.00% | – |
| Q4 2020 | $10,000 | -82.8% | 297 | -86.1% | 0.00% | – |
| Q3 2020 | $58,000 | -20.5% | 2,137 | -19.0% | 0.00% | – |
| Q2 2020 | $73,000 | +284.2% | 2,637 | +230.9% | 0.00% | – |
| Q1 2020 | $19,000 | -40.6% | 797 | 0.0% | 0.00% | – |
| Q4 2019 | $32,000 | – | 797 | – | 0.00% | – |
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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% |