Institute for Wealth Management, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 91 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$866,000
+20.4%
31,077
+6.3%
0.21%
-4.5%
Q1 2020$719,000
-35.5%
29,234
+3.4%
0.22%
-11.9%
Q4 2019$1,115,000
+10.8%
28,268
+6.7%
0.25%
-0.8%
Q3 2019$1,006,000
+5.5%
26,498
+5.7%
0.25%
+20.4%
Q2 2019$954,000
+9.7%
25,072
+9.0%
0.21%
+11.6%
Q1 2019$870,000
+19.2%
22,994
+7.4%
0.19%
-37.0%
Q4 2018$730,000
-9.8%
21,417
-1.0%
0.30%
+9.9%
Q3 2018$809,000
+4.1%
21,642
+4.2%
0.27%
+10.1%
Q2 2018$777,000
+12.9%
20,771
+9.3%
0.25%
+22.2%
Q1 2018$688,000
+26.2%
18,995
+30.5%
0.20%
+61.1%
Q4 2017$545,00014,5590.13%
Other shareholders
SPDR SER TR shareholders Q3 2018
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