IHT Wealth Management, LLC - 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
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$473,945
+45.1%
11,781
+46.8%
0.02%
+38.5%
Q1 2024$326,596
+34.8%
8,023
+29.8%
0.01%
+18.2%
Q4 2023$242,249
-23.7%
6,181
-31.7%
0.01%
-31.2%
Q3 2023$317,438
-12.8%
9,052
-7.8%
0.02%
-15.8%
Q2 2023$364,191
-0.9%
9,822
+1.5%
0.02%
-9.5%
Q1 2023$367,659
+13.8%
9,675
+18.5%
0.02%
+5.0%
Q4 2022$323,095
+44.2%
8,163
+29.5%
0.02%
+17.6%
Q3 2022$224,000
+0.4%
6,304
+19.1%
0.02%
+6.2%
Q4 2021$223,000
-2.2%
5,294
-9.1%
0.02%
-15.8%
Q3 2021$228,000
-8.8%
5,824
-6.8%
0.02%
+18.8%
Q2 2021$250,000
+14.7%
6,246
-5.6%
0.02%
-11.1%
Q4 2020$218,000
-31.7%
6,619
-43.1%
0.02%
-43.8%
Q3 2020$319,000
-34.6%
11,635
-33.6%
0.03%
-52.2%
Q2 2020$488,00017,5270.07%
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