Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,222,084
-10.5%
34,847
-5.3%
0.02%
-5.0%
Q2 2023$1,364,804
-21.8%
36,807
-19.9%
0.02%
-28.6%
Q1 2023$1,745,378
-25.9%
45,931
-22.9%
0.03%
-30.0%
Q4 2022$2,356,949
+8.2%
59,549
-3.0%
0.04%
-2.4%
Q3 2022$2,178,000
-32.4%
61,392
-23.9%
0.04%
-30.5%
Q2 2022$3,221,000
-3.4%
80,697
+6.3%
0.06%
+13.5%
Q1 2022$3,336,000
+108.5%
75,898
+99.5%
0.05%
+116.7%
Q4 2021$1,600,000
+42.0%
38,052
+32.1%
0.02%
+26.3%
Q3 2021$1,127,000
+56.5%
28,813
+60.5%
0.02%
+58.3%
Q2 2021$720,000
-99.9%
17,956
-29.0%
0.01%
+33.3%
Q1 2021$973,820,000
+6086275.0%
25,294
+4958.8%
0.01%
Q4 2020$16,000
-74.6%
500
-78.3%
0.00%
-100.0%
Q3 2020$63,000
-1.6%
2,3000.0%0.00%0.0%
Q2 2020$64,000
+4.9%
2,300
-8.0%
0.00%0.0%
Q1 2020$61,000
+577.8%
2,500
+900.0%
0.00%
Q4 2019$9,0000.0%2500.0%0.00%
Q3 2019$9,0000.0%2500.0%0.00%
Q2 2019$9,0002500.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
PRUDENT INVESTORS NETWORK, INC. 302,195$11,924,00010.58%
Stewardship Advisors, LLC 224,133$8,844,0005.56%
TPG Financial Advisors, LLC 161,789$6,384,0005.26%
MFA WEALTH ADVISORS, LLC 174,122$6,874,0004.99%
Financial Planning & Information Services, Inc. 232,424$9,171,0003.65%
Traverso Chambers Private Wealth Management, LLC 177,250$6,994,0002.97%
FSA Wealth Management LLC 105,615$4,168,0002.94%
Mokosak Advisory Group, LLC 100,043$3,954,0002.39%
Aurora Private Wealth, Inc. 152,928$6,035,0002.14%
NorthRock Partners, LLC 999,044$39,422,0002.08%
View complete list of SPDR SER TR shareholders