Bison Wealth, 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
Bison Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,203,376
-5.7%
62,828
-0.2%
0.43%
-1.4%
Q2 2023$2,335,471
+1.1%
62,985
-1.2%
0.43%
-39.4%
Q1 2023$2,309,003
-14.5%
63,767
-1.9%
0.72%
-17.0%
Q4 2022$2,701,332
+30.7%
65,014
+11.6%
0.86%
+6.4%
Q3 2022$2,067,000
-10.5%
58,275
+0.7%
0.81%
-38.8%
Q2 2022$2,310,000
-10.3%
57,887
-1.2%
1.33%
+1.0%
Q1 2022$2,575,000
+30.8%
58,587
+25.1%
1.31%
+14.5%
Q4 2021$1,969,000
+27.9%
46,830
+19.1%
1.15%
+63.2%
Q3 2021$1,539,000
-9.3%
39,330
-7.1%
0.70%
-5.3%
Q2 2021$1,697,000
+7.3%
42,330
+3.1%
0.74%
+9.4%
Q1 2021$1,581,000
+20.7%
41,055
+3.3%
0.68%
+10.8%
Q4 2020$1,310,000
+26.7%
39,755
+5.3%
0.61%
+0.8%
Q3 2020$1,034,000
-1.6%
37,7550.0%0.61%
-8.6%
Q2 2020$1,051,000
+22.9%
37,755
+8.6%
0.66%
+7.1%
Q1 2020$855,000
+3786.4%
34,755
+6117.4%
0.62%
+5536.4%
Q4 2019$22,0005590.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
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