Ellevest, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 407 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$25,384
-4.0%
6680.0%0.00%0.0%
Q4 2022$26,439
+10.2%
6680.0%0.00%0.0%
Q3 2022$24,000
-11.1%
6680.0%0.00%
-33.3%
Q2 2022$27,000
-6.9%
6680.0%0.00%
+50.0%
Q1 2022$29,000
+3.6%
6680.0%0.00%0.0%
Q4 2021$28,000
+7.7%
6680.0%0.00%
-33.3%
Q3 2021$26,000
-3.7%
6680.0%0.00%0.0%
Q2 2021$27,000
-3.6%
668
-8.7%
0.00%0.0%
Q1 2021$28,0007320.00%
Other shareholders
SPDR SER TR shareholders Q2 2023
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