Doyle Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 169 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Doyle Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$552,000
-12.2%
15,549
-1.4%
0.05%
-7.8%
Q2 2022$629,000
-26.0%
15,768
-18.5%
0.05%
-16.4%
Q1 2022$850,000
+16.8%
19,341
+11.7%
0.06%
+17.3%
Q4 2021$728,000
+7.7%
17,312
+0.2%
0.05%
-3.7%
Q3 2021$676,000
-1.6%
17,272
+0.8%
0.05%
-5.3%
Q2 2021$687,000
+13.7%
17,143
+9.3%
0.06%
-1.7%
Q1 2021$604,000
+18.0%
15,681
+0.8%
0.06%
+11.5%
Q4 2020$512,000
-14.2%
15,549
-28.6%
0.05%
-24.6%
Q3 2020$597,000
-1.0%
21,787
+0.5%
0.07%
-12.7%
Q2 2020$603,000
+22.1%
21,668
+8.0%
0.08%0.0%
Q1 2020$494,000
-33.8%
20,067
+6.1%
0.08%
-15.1%
Q4 2019$746,000
+4.9%
18,918
+1.0%
0.09%
-5.1%
Q3 2019$711,000
+415.2%
18,724
+417.4%
0.10%
+415.8%
Q2 2019$138,000
+81.6%
3,619
+62.5%
0.02%
+46.2%
Q4 2018$76,0002,2270.01%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders