Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 242 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$2,346,493
-8.6%
58,327
-7.5%
0.00%0.0%
Q1 2024$2,567,059
+4.2%
63,058
+0.4%
0.00%
-40.0%
Q4 2023$2,462,433
-2.9%
62,834
-13.1%
0.01%
+66.7%
Q3 2023$2,534,949
-37.2%
72,283
-33.6%
0.00%
-40.0%
Q2 2023$4,034,612
-19.5%
108,809
-17.5%
0.01%
-28.6%
Q1 2023$5,011,506
-4.9%
131,882
-1.0%
0.01%
-12.5%
Q4 2022$5,270,574
+101.5%
133,163
+80.6%
0.01%
+60.0%
Q3 2022$2,616,000
-48.9%
73,745
-42.6%
0.01%
-37.5%
Q2 2022$5,124,000
+139.3%
128,396
+163.6%
0.01%
+166.7%
Q1 2022$2,141,000
-17.7%
48,710
-21.2%
0.00%
-25.0%
Q4 2021$2,600,000
+37.6%
61,834
+28.0%
0.00%
+33.3%
Q3 2021$1,889,000
-13.9%
48,289
-11.8%
0.00%
-25.0%
Q2 2021$2,194,000
+29.7%
54,733
+24.6%
0.00%
+33.3%
Q1 2021$1,691,000
+20.6%
43,910
+3.2%
0.00%0.0%
Q4 2020$1,402,000
+183.8%
42,563
+135.9%
0.00%
+200.0%
Q3 2020$494,000
+34.2%
18,042
+36.6%
0.00%0.0%
Q2 2020$368,000
-64.2%
13,205
-68.4%
0.00%
-75.0%
Q1 2020$1,028,000
-37.5%
41,778
+0.2%
0.00%
-20.0%
Q4 2019$1,645,000
+28.7%
41,699
+23.9%
0.01%
+25.0%
Q3 2019$1,278,000
+2.2%
33,649
+2.4%
0.00%0.0%
Q2 2019$1,250,000
+14.4%
32,868
+13.8%
0.00%0.0%
Q1 2019$1,093,000
+135.6%
28,875
+112.2%
0.00%
+100.0%
Q4 2018$464,000
-9.6%
13,608
-0.4%
0.00%0.0%
Q3 2018$513,000
+2.6%
13,666
+2.0%
0.00%0.0%
Q2 2018$500,000
+4.0%
13,402
-0.4%
0.00%0.0%
Q1 2018$481,000
+44.9%
13,453
+52.0%
0.00%
+100.0%
Q4 2017$332,000
+23.4%
8,853
+18.6%
0.00%0.0%
Q3 2017$269,000
-4.6%
7,465
-6.7%
0.00%0.0%
Q2 2017$282,0000.0%8,0000.0%0.00%
-50.0%
Q1 2017$282,0008,0000.00%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 10,592,146$426,122,0348.56%
COWA, LLC 252,970$10,168,2775.42%
Curran Financial Partners, LLC 380,496$15,307,3595.12%
Erickson Financial Group, LLC 144,325$5,806,1954.43%
Barry Investment Advisors, LLC 311,606$12,535,9254.22%
Gunma Bank,Ltd. 115,000$4,6263.86%
Sonoma Private Wealth LLC 50,004$2,011,6433.26%
Genesee Capital Advisors, LLC 146,628$5,898,8492.89%
Financial Gravity Asset Management, Inc. 265,415$10,647,5752.66%
Keystone Financial Planning, Inc. 191,196$7,691,7992.54%
View complete list of SPDR SER TR shareholders