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 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
First Command Advisory Services, Inc. 28,746,658$1,020,079,00017.28%
First Command Financial Services, Inc. 2,414,343$85,637,00012.45%
First Command Bank 2,414,343$85,637,00012.45%
PRUDENTIAL PLC 15,056,382$534,050,0008.45%
COWA, LLC 274,412$9,767,0006.44%
PRUDENT INVESTORS NETWORK, INC. 282,421$10,017,0005.30%
Smart Money Group LLC 216,393$7,675,0005.23%
Meiji Yasuda Life Insurance Co 6,150,520$218,159,0004.93%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 108,200$3,838,0004.91%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 76,835$2,725,0004.70%
View complete list of SPDR SER TR shareholders