SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 381 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $843,958 | +8.6% | 24,065 | +14.8% | 0.04% | +7.7% |
| Q2 2023 | $777,441 | +18.9% | 20,967 | +21.8% | 0.04% | +8.3% |
| Q1 2023 | $654,102 | +30.6% | 17,213 | +36.0% | 0.04% | +16.1% |
| Q4 2022 | $500,901 | +29.8% | 12,655 | +30.9% | 0.03% | +19.2% |
| Q3 2022 | $386,000 | 0.0% | 9,665 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $386,000 | +47.9% | 9,665 | +55.8% | 0.03% | +62.5% |
| Q4 2021 | $261,000 | -66.1% | 6,204 | -68.5% | 0.02% | -36.0% |
| Q3 2021 | $771,000 | +5.6% | 19,700 | +8.2% | 0.02% | +8.7% |
| Q2 2021 | $730,000 | +20.9% | 18,215 | +16.2% | 0.02% | +4.5% |
| Q1 2021 | $604,000 | – | 15,677 | – | 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% |