WealthPLAN Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 381 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$6,380,916
+147.3%
162,820
+121.3%
0.66%
+118.7%
Q3 2023$2,579,959
-5.7%
73,566
-0.3%
0.30%
-22.5%
Q2 2023$2,735,911
-0.8%
73,784
+1.7%
0.39%
+23.2%
Q1 2023$2,758,002
-9.1%
72,579
+0.0%
0.31%
+48.1%
Q4 2022$3,034,892
-9.5%
72,553
-7.6%
0.21%
-9.0%
Q1 2022$3,352,000
-3.7%
78,483
-3.4%
0.23%
+1.7%
Q4 2021$3,481,000
+2.9%
81,240
-1.8%
0.23%
+1.8%
Q3 2021$3,384,000
+0.4%
82,763
-0.4%
0.22%
-5.1%
Q2 2021$3,370,000
-4.0%
83,054
-3.5%
0.24%
-12.9%
Q1 2021$3,511,000
-0.3%
86,064
-14.5%
0.27%
-9.0%
Q4 2020$3,521,000
+12.1%
100,709
-2.9%
0.30%
-2.3%
Q3 2020$3,142,000
+2.8%
103,695
-2.1%
0.31%
-3.2%
Q2 2020$3,056,000
+13.2%
105,891
+0.2%
0.32%
-9.7%
Q1 2020$2,700,000
-20.7%
105,636
+23.4%
0.35%
-12.9%
Q4 2019$3,403,000
+1.6%
85,588
-0.6%
0.40%
-12.2%
Q3 2019$3,348,000
+5.3%
86,113
-0.8%
0.46%
-4.2%
Q2 2019$3,178,000
-4.3%
86,791
-1.1%
0.48%
-7.7%
Q1 2019$3,320,000
+1.9%
87,756
+1.6%
0.52%
-1.1%
Q4 2018$3,257,000
+2.6%
86,365
-0.2%
0.52%
-9.5%
Q3 2018$3,173,000
-2.2%
86,518
-0.5%
0.58%
-12.9%
Q2 2018$3,243,000
+2.8%
86,944
-1.5%
0.66%
-4.0%
Q1 2018$3,156,000
+61.5%
88,267
+69.1%
0.69%
+32.5%
Q4 2017$1,954,00052,1870.52%
Other shareholders
SPDR SER TR shareholders Q2 2022
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