Highland Private Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 162 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$237,000
-5.2%
2,7140.0%0.04%0.0%
Q2 2022$250,000
-16.9%
2,7140.0%0.04%
-5.0%
Q1 2022$301,000
-5.6%
2,7140.0%0.04%0.0%
Q4 2021$319,000
+10.8%
2,7140.0%0.04%
-2.4%
Q3 2021$288,000
-30.9%
2,714
-30.9%
0.04%
-33.9%
Q2 2021$417,0003,9260.06%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 1,888,236$62,764,96543.46%
Choate Investment Advisors 3,638,553$120,945,4855.84%
Chapman Investment Management, LLC 190,989$6,348,4755.22%
Sensible Financial Planning & Management, LLC. 423,921$14,0913.32%
RETIREMENT INCOME SOLUTIONS, INC 304,735$10,129,3912.95%
GOULD ASSET MANAGEMENT LLC /CA/ 167,327$5,561,9491.58%
Stonehearth Capital Management, LLC 171,346$5,695,5721.53%
Fortis Capital Management LLC 79,134$2,630,4201.06%
Investment Research & Advisory Group, Inc. 3,625$1,484,0390.95%
Gemmer Asset Management LLC 173,210$5,757,4960.84%
View complete list of SPDR SER TR shareholders