UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 378 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$304,946
-6.7%
8,224
-4.4%
0.00%0.0%
Q1 2023$326,995
-4.1%
8,605
-0.1%
0.00%0.0%
Q4 2022$340,905
-9.8%
8,613
-19.1%
0.00%0.0%
Q3 2022$378,000
+58.2%
10,646
+77.7%
0.00%
+100.0%
Q2 2022$239,000
-90.1%
5,992
-91.5%
0.00%
-94.7%
Q4 2018$2,406,00070,6140.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders