CAPTRUST FINANCIAL ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 269 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,198,371
-8.8%
91,200
-3.6%
0.01%
-14.3%
Q2 2023$3,506,724
+269.9%
94,572
+279.1%
0.01%
+250.0%
Q1 2023$947,988
+4.0%
24,947
+8.3%
0.00%
-20.0%
Q4 2022$911,939
+26.8%
23,040
+13.6%
0.01%
+25.0%
Q3 2022$719,000
+0.3%
20,281
+12.8%
0.00%
-20.0%
Q2 2022$717,000
-3.5%
17,974
+6.3%
0.01%0.0%
Q1 2022$743,000
+74.0%
16,904
+66.5%
0.01%
+66.7%
Q4 2021$427,000
+55.3%
10,153
+44.4%
0.00%
+50.0%
Q3 2021$275,000
+18.0%
7,033
+20.9%
0.00%0.0%
Q2 2021$233,000
+4.0%
5,816
+0.1%
0.00%0.0%
Q1 2021$224,000
+39.1%
5,812
+19.0%
0.00%0.0%
Q4 2020$161,000
+20.1%
4,8820.0%0.00%0.0%
Q3 2020$134,000
-1.5%
4,8820.0%0.00%0.0%
Q2 2020$136,000
+134.5%
4,882
+94.0%
0.00%
+100.0%
Q1 2020$58,000
+123.1%
2,517
+272.9%
0.00%0.0%
Q3 2019$26,0000.0%675
+0.4%
0.00%0.0%
Q2 2019$26,000
+62.5%
672
+60.4%
0.00%0.0%
Q1 2019$16,000
+166.7%
419
+146.5%
0.00%
Q2 2018$6,0001700.00%
Other shareholders
SPDR SER TR shareholders Q1 2021
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