EP Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$893,536
-12.7%
25,479
+202.3%
0.01%
-6.7%
Q2 2023$1,023,029
-99.1%
8,427
-97.0%
0.02%
-99.2%
Q1 2023$115,506,891
+11874.1%
282,144
+1057.7%
1.99%
+11588.2%
Q4 2022$964,641
+421.4%
24,372
+427.1%
0.02%
+325.0%
Q2 2022$185,000
-6.6%
4,624
+2.5%
0.00%0.0%
Q1 2022$198,0004,5110.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
First Command Advisory Services, Inc. 28,746,658$1,020,079,00017.28%
First Command Financial Services, Inc. 2,414,343$85,637,00012.45%
First Command Bank 2,414,343$85,637,00012.45%
PRUDENTIAL PLC 15,056,382$534,050,0008.45%
COWA, LLC 274,412$9,767,0006.44%
PRUDENT INVESTORS NETWORK, INC. 282,421$10,017,0005.30%
Smart Money Group LLC 216,393$7,675,0005.23%
Meiji Yasuda Life Insurance Co 6,150,520$218,159,0004.93%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 108,200$3,838,0004.91%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 76,835$2,725,0004.70%
View complete list of SPDR SER TR shareholders