FormulaFolio Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 287 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$351,000
-12.7%
8,749
-10.3%
0.12%
-10.7%
Q1 2021$402,000
-44.6%
9,753
-55.7%
0.13%
+773.3%
Q4 2020$725,000
+49.5%
21,997
+24.3%
0.02%
-21.1%
Q3 2020$485,000
+57.0%
17,699
+59.5%
0.02%
+46.2%
Q2 2020$309,000
-68.9%
11,095
-55.9%
0.01%
-62.9%
Q4 2019$993,000
-72.6%
25,154
-73.6%
0.04%
-75.0%
Q3 2019$3,623,000
+15.2%
95,405
+15.3%
0.14%
+6.1%
Q2 2019$3,146,000
+24.6%
82,713
+24.0%
0.13%
+18.9%
Q1 2019$2,524,000
+17.5%
66,708
+16.5%
0.11%
+18.1%
Q4 2018$2,148,000
+0.4%
57,269
+0.4%
0.09%0.0%
Q3 2018$2,140,000
+66.0%
57,037
+65.0%
0.09%
+51.6%
Q2 2018$1,289,000
+322.6%
34,558
+305.0%
0.06%
+244.4%
Q1 2018$305,0008,5320.02%
Other shareholders
SPDR SER TR shareholders Q3 2021
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