J.P. Morgan Private Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,602,599
-34.1%
188,269
-30.3%
0.02%
-63.5%
Q2 2023$10,022,794
-24.3%
270,302
-22.4%
0.05%
+85.7%
Q1 2023$13,236,312
-32.8%
348,324
-30.0%
0.03%
-36.4%
Q4 2022$19,705,378
-14.3%
497,862
-23.2%
0.04%
-26.7%
Q3 2022$23,002,000
+145.5%
648,492
+176.2%
0.06%
+150.0%
Q2 2022$9,371,000
+284.5%
234,796
+323.5%
0.02%
+380.0%
Q1 2022$2,437,000
+15.9%
55,444
+10.9%
0.01%0.0%
Q4 2021$2,102,000
+31.6%
49,981
+22.4%
0.01%
+25.0%
Q3 2021$1,597,000
+23.0%
40,819
+26.1%
0.00%
+33.3%
Q2 2021$1,298,000
+104.7%
32,381
+94.1%
0.00%0.0%
Q2 2019$634,000
+0.2%
16,679
-0.2%
0.00%0.0%
Q1 2019$633,000
+72.0%
16,718
+62.6%
0.00%
+50.0%
Q1 2018$368,000
-17.1%
10,282
-13.2%
0.00%
-33.3%
Q4 2017$444,000
+5.0%
11,843
+0.9%
0.00%0.0%
Q3 2017$423,000
+2.2%
11,7400.0%0.00%0.0%
Q2 2017$414,000
-3.7%
11,740
-3.8%
0.00%0.0%
Q1 2017$430,00012,1990.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
PRUDENTIAL PLC 21,813,330$917,251,00012.56%
PRUDENT INVESTORS NETWORK, INC. 281,550$11,839,0005.58%
COWA, LLC 200,461$8,438,0004.25%
Proquility Private Wealth Partners, LLC 11,391,503$11,392,0004.01%
Heartwood Wealth Advisors LLC 605,296$25,453,0003.82%
Erickson Financial Group, LLC 100,108$4,210,0003.63%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 100,314$4,218,0003.43%
Tiller Private Wealth, Inc. 126,260$5,309,0003.35%
Vestmark Advisory Solutions, Inc. 1,357,441$57,080,0003.22%
Econ Financial Services Corp 99,123$4,168,0003.07%
View complete list of SPDR SER TR shareholders