MISSION WEALTH MANAGEMENT, LP - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 417 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$625,835
-10.5%
15,556
-9.5%
0.02%
-5.6%
Q1 2024$699,523
+3.5%
17,183
-0.4%
0.02%
-18.2%
Q4 2023$675,800
-6.4%
17,244
-16.3%
0.02%
-18.5%
Q3 2023$722,333
-5.3%
20,597
+0.2%
0.03%
-6.9%
Q2 2023$762,359
-15.3%
20,560
-13.2%
0.03%
-23.7%
Q1 2023$900,49123,6970.04%
Other shareholders
SPDR SER TR shareholders Q4 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