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 | $500,765 | -5.4% | 14,279 | 0.0% | 0.00% | – |
| Q2 2023 | $529,465 | -2.4% | 14,279 | 0.0% | 0.00% | – |
| Q1 2023 | $542,602 | +35.5% | 14,279 | +41.2% | 0.00% | – |
| Q4 2022 | $400,312 | -21.4% | 10,114 | -29.5% | 0.00% | – |
| Q3 2022 | $509,000 | -11.0% | 14,342 | 0.0% | 0.00% | – |
| Q2 2022 | $572,000 | +139.3% | 14,342 | +163.8% | 0.00% | – |
| Q1 2022 | $239,000 | +115.3% | 5,436 | +106.6% | 0.00% | – |
| Q4 2021 | $111,000 | +7.8% | 2,631 | 0.0% | 0.00% | – |
| Q3 2021 | $103,000 | -1.9% | 2,631 | 0.0% | 0.00% | – |
| Q2 2021 | $105,000 | -34.4% | 2,631 | -36.8% | 0.00% | – |
| Q1 2021 | $160,000 | +83.9% | 4,161 | +58.2% | 0.00% | – |
| Q4 2020 | $87,000 | +20.8% | 2,631 | 0.0% | 0.00% | – |
| Q3 2020 | $72,000 | -1.4% | 2,631 | 0.0% | 0.00% | – |
| Q2 2020 | $73,000 | +12.3% | 2,631 | 0.0% | 0.00% | – |
| Q1 2020 | $65,000 | – | 2,631 | – | 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% |