Evercore Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$309,243
-5.4%
8,8180.0%0.01%0.0%
Q2 2023$326,982
-2.4%
8,8180.0%0.01%
-14.3%
Q1 2023$335,095
-25.2%
8,818
-22.1%
0.01%
-22.2%
Q4 2022$448,057
+11.5%
11,3200.0%0.01%0.0%
Q3 2022$402,000
-11.1%
11,3200.0%0.01%
-10.0%
Q2 2022$452,000
-9.2%
11,3200.0%0.01%
+11.1%
Q1 2022$498,000
+4.6%
11,3200.0%0.01%
+12.5%
Q4 2021$476,000
+7.4%
11,3200.0%0.01%0.0%
Q3 2021$443,000
-2.4%
11,3200.0%0.01%0.0%
Q2 2021$454,000
+4.1%
11,3200.0%0.01%
-11.1%
Q1 2021$436,000
+16.9%
11,3200.0%0.01%
+12.5%
Q4 2020$373,00011,3200.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 9,663,848$338,911,1499.00%
COWA, LLC 330,817$11,607,4507.84%
Hapanowicz & Associates Financial Services, Inc 296,162$10,386,3947.38%
PRUDENTIAL PLC 16,633,558$583,338,8796.48%
Gunma Bank,Ltd. 215,000$7,5405.49%
Sonoma Private Wealth LLC 84,207$2,953,1485.38%
Curran Financial Partners, LLC 340,940$11,956,7515.21%
Erickson Financial Group, LLC 153,991$5,400,4645.05%
Hibernia Wealth Partners, LLC 166,719$5,846,8374.53%
Sage Advisory Services, Ltd.Co. 444,725$15,597,0004.36%
View complete list of SPDR SER TR shareholders